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1、2011 Annual ConferenceTAPPING INTO NEW FINANCING SOURCESRyan Schneider, Self Directed IRA Services贵金属投资技术分析英文版(54)课件Preparedfor:AAPLNovember2011Self Directed IRAs:Working with Retirement DollarsPresented by Ryan Schneider600CongressAvenue,Suite400Austin,Texas78701866.928.9394贵贵金属投金属投资资技技术术分析英文版分析英文版
2、 (54)课课件件Self Directed IRA Services, Inc. OverviewSpecializeinIndependent Custodial ServicesforselfdirectedIRAsAboutUsFoundedin2008SubsidiaryofHorizonBankheadquarteredindowntownAustin,TXApproximately$225millioninassetsundercustodialadministrationProvideservicesnationwidetoindividualsandthefinancials
3、ervicesindustry:FinancialAdvisorsandPlannersBroker/DealersTaxandLegalProfessionalsInvestmentProductSponsorsPreciousMetalsBrokersBanksandotherfinancialinstitutionsBetterBusinessBureau(BBB)accreditedmemberActivememberofRetirementIndustryTrustAssociation(RITA)whichactivelypromotesbestpracticestandardsf
4、orselfdirectedretirementcustodians ActsonlyasaPassiveCustodianWedonotprovidetax,legal,orinvestmentadvice,nordowesponsor/sellinvestments.贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Account ProtectionRegulatedbystateandfederalregulators(FDIC)ComplywithInternalRevenueServiceandU.S.DepartmentofLaborregulationsUndi
5、rectedfundsheldinanFDICinsuredaccount.AuditedregularlybyanindependentaccountingfirmComprehensiveinsurancepackagemaintainedthroughunderwritersratedA+(excellent)byA.M.Bestfidelityinsurancebankersprofessionalliabilityadministrationcoveragetrusterrors&omissions贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Types of A
6、ccounts ServicedSelf Directed IRAs may hold Alternative Investments, Precious Metals, Real Estate, Trust Deeds, Private Placement Investments and all Public Investments.贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Services We Provide as CustodianQuickandaccurateprocessingCompetitivefeesInvestmentflexibilityWork
7、withalldealersandclearingfirmsInvestmentdirectionfromtheaccountholderortheirdesignatedrep*OnlineaccesstoviewaccountsandactivityonlineServices We Provide as Custodian-continuedQuarterlystatementsonlineorpaperToll-free800numberstaffedfrom8:00a.m.5:00p.m.CentralTime,MondayFridayServicesTeamaverages7yea
8、rsofexperience(specificallyinselfdirectedIRAs)ManagementTeamaverages10+yearsofexperience(specificallyinselfdirectedIRAs)RecentlypurchasedadvancedTrustAccountingSystem/OperatingSystem(Innotrust)贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Synergy of Our RelationshipsInvestment OptionsInvestmentsuitabilityisdeter
9、minedbytheAccountholderandADR.贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Private Debt InvestmentsPromissory Note backed by Deed of TrustIRAaccountholderusestheirIRAasaprivatebank.Borrowerpaysprincipal&interestbacktotheIRA.IfBorrowerdefaults,theIRAreceivestheproperty.Noteterms(interestrate,maturitydate,etc.)de
10、terminedbytheaccountholderandtheborrowerPrivate Debt Offering or Corporate DebtSometimesusedbyinvestmentstoraisefundswithoutsellingequityinterests.IRAaccountholderloansmoneyfromtheIRAtothecompanyandreceivesaspecifiedinterestpayment.Thenotecanbeunsecuredorsecuredbycompanystock,DeedsofTrust,etc.贵贵金属投金
11、属投资资技技术术分析英文版分析英文版 (54)课课件件Private Equity InvestmentsLimited Liability CompanyIRAaccountholderusestheirIRAtopurchaseanownershipinterest.LLCcanthenpurchaseproperty,loanmoney,etc.Limited PartnershipIRAisactuallyaLimitedPartner.Partnershipcanpurchaseproperty,loanmoneytoinvestors,etc.Private Stock Offer
12、ing (C-Corp)CompaniesraisingcapitalcanselldirectsharesoftheirprivatestocktoanIRAaccountholder.贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Real Estate InvestmentsResidential PropertyIRApurchasesaproperty(single-familyhome,etc.)andthenrentsthepropertytonon-relatedthirdparty.AllproceedsfromtherentreturntotheIRA.A
13、nyexpenses(taxes,improvements)arepaidfromtheIRA.Commercial PropertyIRApurchasesanofficebuilding,warehouse,etc.andthenleasesittobusinessesorprofessionals.Notascommonduetohigherentrypriceofcommercialrealestate.Raw LandIRApurchasesavacantlotandcanholdthepropertyforappreciation,leaseitforhunting/farming
14、,orbuildontheproperty.AllimprovementsmustbefundedbytheIRA.贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Tips for Finding IRA InvestorsHave a Web PresenceLinkedInGroupstoJoin:IRA/401(k) Real Estate Investing, IRA Central, IRA Lending, Self Directed IRA and 401(k) Investments, We Fix Broken IRAsFacebookTwitterIRAo
15、nlinetoolthatlinksIRAinvestorswithpotentialinvestmentopportunitiesTalk to Existing Investors about their Retirement FundsMostinvestorshavenoideatheycanusetheirIRAsforthistypeofinvestmentIntroducenewinvestorstothepossibilityofIRAinvestmentsAddonelineregardingIRAinvestmentstoyourpresentationandwatchth
16、eamountofinterestyoureceive贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Tips for Finding IRA InvestorsDevelop Relationships with IRA CustodiansSpeakwithcustodiansaboutco-hostingwebinarsandeventsforprospectiveinvestorsBecomefamiliarwithIRArulesandIRACustodianproceduresNetwork with Local Professionals (CPAs, Atto
17、rneys, Advisors, Realtors)Individualsthatareturnedoffbymarketinstabilityandlowinterestrateswillbelookingforotherinvestmentoptions.Theseprofessionalscanstillkeepsomeoftheclientsbusinessbyhelpingthemfindalternativeinvestments.RealEstateprofessionalsareinconstantcontactwithinvestorsandindividualslookin
18、gforrealestate-relateddeals贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Fee ScheduleFlex IRA privateplacements,Reg.Dofferings,realestate,etc.FirstYear/SetupFee:$100AnnualFee(dueonanniversarydate):$300ProcessingFee(LLC,LP,Note,PrivateStock):$50pertransactionAnnualHoldingFee(LLC,LP,Note,PrivateStock):$50perassetP
19、rocessingFee(RealEstate)$125perpropertyAnnualHoldingFee(RealEstate)$100perpropertyInstitutional IRA offeredtovolumeprovidersofprivateplacementsFirstYear/SetupFee:$100AnnualFee(dueonanniversarydate):$100ProcessingFee(LLC,LP,Note,PrivateStock):$50pertransactionAnnualHoldingFee(LLC,LP,Note,PrivateStock
20、):$50perasset贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件Contact UsAustin Office600CongressAvenue,Suite400Austin,TX78701Waco Office215MaryAvenue,Suite311Waco,TX76701Contact Information PhoneToll-free866.928.9394Main512.637.5739Fax512.495.9554Website Welookforwardtoworkingwithyouandyourclients!贵贵金属投金属投资资技技术术分析英文版分析英文版 (54)课课件件
