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1、貴金屬投資技術(shù)分析英文版 (54)課件TAPPING INTO NEW FINANCING SOURCESRyan Schneider, Self Directed IRA ServicesPrepared for:AAPL November 2011Self Directed IRAs:Working with Retirement DollarsPresented by Ryan Schneider600 Congress Avenue, Suite 400Austin, Texas 78701866.928.9394貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Sel
2、f Directed IRA Services, Inc. Overview Specialize in Independent Custodial Services for self directed IRAs About Us Founded in 2008Subsidiary of Horizon Bank headquartered in downtown Austin, TXApproximately $225 million in assets under custodial administrationProvide services nationwide to individu
3、als and the financial services industry: Financial Advisors and Planners Broker /Dealers Tax and Legal Professionals Investment Product Sponsors Precious Metals Brokers Banks and other financial institutionsBetter Business Bureau (BBB) accredited member Active member of Retirement Industry Trust Ass
4、ociation (RITA) which actively promotes best practice standards for self directed retirement custodians Acts only as a Passive Custodian We do not provide tax, legal, or investment advice, nor do we sponsor/sell investments.貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Account ProtectionRegulated by state and fe
5、deral regulators (FDIC)Comply with Internal Revenue Service and U.S. Department of Labor regulationsUndirected funds held in an FDIC insured account.Audited regularly by an independent accounting firmComprehensive insurance package maintained through underwriters rated A+ (excellent) by A.M. Best fi
6、delity insurancebankers professional liabilityadministration coveragetrust errors & omissions 貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Types of Accounts ServicedSelf Directed IRAs may hold Alternative Investments, Precious Metals, Real Estate, Trust Deeds, Private Placement Investments and all Public Invest
7、ments. Services We Provide as CustodianQuick and accurate processingCompetitive feesInvestment flexibilityWork with all dealers and clearing firmsInvestment direction from the accountholder or their designated rep*Online access to view accounts and activity online貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Ser
8、vices We Provide as Custodian - continuedQuarterly statements online or paper Toll-free 800 number staffed from 8:00 a.m. 5:00 p.m. Central Time, Monday FridayServices Team averages 7 years of experience (specifically in self directed IRAs)Management Team averages 10+ years of experience (specifical
9、ly in self directed IRAs)Recently purchased advanced Trust Accounting System/Operating System (Innotrust)Synergy of Our Relationships貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Investment OptionsInvestment suitability is determined by the Accountholder and ADR.貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Private Debt Inve
10、stments Promissory Note backed by Deed of Trust IRA accountholder uses their IRA as a private bank. Borrower pays principal & interest back to the IRA. If Borrower defaults, the IRA receives the property. Note terms (interest rate, maturity date, etc.) determined by the accountholder and the borrowe
11、r Private Debt Offering or Corporate Debt Sometimes used by investments to raise funds without selling equity interests. IRA accountholder loans money from the IRA to the company and receives a specified interest payment. The note can be unsecured or secured by company stock, Deeds of Trust, etc.貴金屬
12、投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Private Equity Investments Limited Liability Company IRA accountholder uses their IRA to purchase an ownership interest. LLC can then purchase property, loan money, etc. Limited Partnership IRA is actually a Limited Partner. Partnership can purchase property, loan money
13、 to investors, etc. Private Stock Offering (C-Corp) Companies raising capital can sell direct shares of their private stock to an IRA accountholder. 貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Real Estate Investments Residential Property IRA purchases a property (single-family home, etc.) and then rents the pr
14、operty to non-related third party. All proceeds from the rent return to the IRA. Any expenses (taxes, improvements) are paid from the IRA. Commercial Property IRA purchases an office building, warehouse, etc. and then leases it to businesses or professionals. Not as common due to higher entry price
15、of commercial real estate. Raw Land IRA purchases a vacant lot and can hold the property for appreciation, lease it for hunting/farming, or build on the property. All improvements must be funded by the IRA.貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Tips for Finding IRA Investors Have a Web PresenceLinkedInGro
16、ups to Join: IRA/401(k) Real Estate Investing, IRA Central, IRA Lending, Self Directed IRA and 401(k) Investments, We Fix Broken IRAsFacebookTwitterIRA online tool that links IRA investors with potential investment opportunities Talk to Existing Investors about their Retirement FundsMost investors h
17、ave no idea they can use their IRAs for this type of investmentIntroduce new investors to the possibility of IRA investmentsAdd one line regarding IRA investments to your presentation and watch the amount of interest you receive貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Tips for Finding IRA Investors Develop
18、Relationships with IRA CustodiansSpeak with custodians about co-hosting webinars and events for prospective investorsBecome familiar with IRA rules and IRA Custodian procedures Network with Local Professionals (CPAs, Attorneys, Advisors, Realtors)Individuals that are turned off by market instability
19、 and low interest rates will be looking for other investment options. These professionals can still keep some of the clients business by helping them find alternative investments.Real Estate professionals are in constant contact with investors and individuals looking for real estate-related deals貴金屬
20、投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Fee Schedule Flex IRA private placements, Reg. D offerings, real estate, etc.First Year/Set up Fee:$100Annual Fee (due on anniversary date):$300Processing Fee (LLC, LP, Note, Private Stock):$50 per transactionAnnual Holding Fee (LLC, LP, Note, Private Stock):$50 per ass
21、etProcessing Fee (Real Estate)$125 per propertyAnnual Holding Fee (Real Estate)$100 per property Institutional IRA offered to volume providers of private placementsFirst Year/Set up Fee:$100Annual Fee (due on anniversary date):$100Processing Fee (LLC, LP, Note, Private Stock):$50 per transactionAnnu
22、al Holding Fee (LLC, LP, Note, Private Stock):$50 per asset貴金屬投資技術(shù)分析英文版貴金屬投資技術(shù)分析英文版 (54)課件課件Contact UsAustin Office600 Congress Avenue, Suite 400Austin, TX 78701 Waco Office215 Mary Avenue, Suite 311Waco, TX 76701 Contact Information PhoneToll-free 866.928.9394 Main 512.637.5739Fax 512.495.9554 Website We look forward to working with you and your clients!
貴金屬投資技術(shù)分析英文版 (54)課件
