A Self Directed IRA is commonly referred to as a Checkbook IRA because the process results in monies being placed into a checking account for immediate access by the investor. Learn the basics about Self Directed IRA plans.

1. Self Directed IRA Plan Basics
by Safeguard Financial
www.IRA123.com

2. What is a Self Directed IRA
• A Self Directed IRA is commonly referred to as a Checkbook IRA.
• Money is placed into a checking account for immediate access by the investor.
• This eliminates the delay associated with an IRA custodian.
• Enables the investor to act quickly when a real estate opportunity presents itself.
• Simply write a check to make an investment.
Click here to visit the Educational Webpage.

3. How Does It Work:
• The LLC is formed in the state in which the LLC is to be operated.
• It is a business entity combining aspects of both a partnership and a corporation.
• The IRA is moved inside the LLC, it is afforded LLC protection.
• The IRA account holder sets up a checking account for making investments.
• The Manager of the LLC can enter into contracts and agreements on behalf of the LLC.

4. What are the Benefits:
• The ability to make an investment as quick as writing a check
• No additional transaction fees and delays
• Take advantage of low housing prices, foreclosures and short sales
• Asset protection afforded by an LLC (Limited Liability Company)
• No investment reviews by custodians
• Easily partner with others in structured investments
• Simplified escrow transactions
• Ongoing, no cost consultations with our Advisors & Tax Attorney

5. What you can Invest in:
• All types of Real Estate
• Trust Deed & Mortgages
• Tax Liens & Certificates
• Equipment Leasing
• Private Notes & Business Loans
• Domestic & International Vacation Rentals
• FOREX
• Much, much more...

6. What you cannot Invest in:
• Collectables such as art or antiques
• Metals, Gems, Stamps or Coins (except US Gov. Minted Gold/Silver Eagle)
• Any types of Alcohol
• S Corporations
• Life Insurance

7. Who are Disqualified Persons:
• The IRA account holder.
• Spouse, parent and grandparents.
• Daughters, sons, grandchildren and their spouses.
• Investment advisors.
• Fiduciaries – those providing services to the plan (CPA etc)
• Any business entity i.e., LLC, Corp, Trust or Partnership in which any of the
disqualified persons mentioned above has a 50% or greater interest.

8. Prohibited Transactions:
• Lending money or other extension of credit between a plan and a disqualified person.
• Furnishing goods, services, or facilities between a plan and a disqualified person.
• Transferring or using the asset by or for the benefit of, a disqualified person.
• Receiving income from profits generated from your IRAs rental property.

9. What is the Set Up Process:

10. Educational Video:
Click here to watch the video.

11. Your Self Directed IRA:
As a Self Directed IRA strategist and advisor with thousands of satisfied customers
across the USA, Safeguard Financial offers you 3 Simple Steps to set up your Self
Directed IRA plan:
STEP 1: – Contact us to see what type of plan best suits your needs.
STEP 2: – Fill out some paperwork so we can set things in motion.
STEP 3: – Relax and let us handle all the details.
It's as Simple as 1-2-3.
Visit www.IRA123.com for more information of call 1-877-229-9763.