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Self Directed Retirement Accounts

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This document discusses how individuals can take control of their retirement funds through self-directed IRAs and 401(k)s. It explains that funds from traditional IRAs, Roth IRAs, 401(k)s, and other retirement accounts can be rolled over into a self-directed IRA or 401(k), allowing individuals to invest their retirement money in non-traditional assets like real estate, private businesses, collectibles, and more. The self-directed accounts provide more investment freedom and control over one's retirement funds than traditional accounts.

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Take Control of Your Future Through Self Directed IRA Investing How Self-Directed IRAs are Born
Rolling Funds Summary All Regular IRA, SEP, 401K IRA, SEP, 401k ROTH $$$ Self Employed Not Self Employed Self Directed 401K Be your own trustee Self Directed Self Directed IRA (IRA)ROTH Trustee 3rd Trustee 3rd party party required required See next slide Special Purposes LLC To get control of your funds Subject to UBIT No UBIT $$ Investments: RE, LLCs, Boats, Planes, Wind Mills, etc
Self Directed 401k You can be your own trustee 401K Pre Tax up to $ 32,500 Employee Contribution (for 2009) $ 16,500 or age 50+ ($22,000) or Pre After Tax Tax Profit IRA & ROTH Sharing Rollovers no income limits (IRAs, 401ks, SEPs,etc)

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Self Directed Retirement Accounts

  • 1. Take Control of Your Future Through Self Directed IRA Investing How Self-Directed IRAs are Born
  • 2. Rolling Funds Summary All Regular IRA, SEP, 401K IRA, SEP, 401k ROTH $$$ Self Employed Not Self Employed Self Directed 401K Be your own trustee Self Directed Self Directed IRA (IRA)ROTH Trustee 3rd Trustee 3rd party party required required See next slide Special Purposes LLC To get control of your funds Subject to UBIT No UBIT $$ Investments: RE, LLCs, Boats, Planes, Wind Mills, etc
  • 3. Self Directed 401k You can be your own trustee 401K Pre Tax up to $ 32,500 Employee Contribution (for 2009) $ 16,500 or age 50+ ($22,000) or Pre After Tax Tax Profit IRA & ROTH Sharing Rollovers no income limits (IRAs, 401ks, SEPs,etc)