Discover how you can... 1. Take Control of your Retirement Funds 2. Truly Diversify your retirement into other asset classes like real estate 3. Create Tax-Free Income for you and your family for generations

1. How to Create Real Financial Security
(with Self Directed IRA’s)…

2. Tim Debronsky
Vice President
Sr. IRA Asset Strategist
 10 years of Self-Directed IRA, Real Estate Investing, and Marketing
Experience
 6 Years as a Retirement Account Specialist with the nation’s largest
Self-Directed IRA Administrator & Custodian.
 Helped thousands of retirement account owners invest in real
estate and other alternative assets with their IRA/401k
 At iPlan Group, I manage the team of IRA Strategists who educate
and assist individuals on the endless investment possibilities
available when utilizing Self-Directed IRAs. I also play a significant
role in developing the marketing strategies for the company.

3. Buy, Hold, Hope

4. Buy, Hold, Hope

5. “73% Planning to Work Past Retirement”

6. “I just feel like I’m going to work until
the day I die”

7. Greg Schmidt knows he will likely be
working into his 70’s.

8. Is There A Better Option?

9. The Wealthy Have Known These Secrets for
Years
 Did you know that there is currently over $5 Trillion Dollars held by
50 million Americans Invested in Retirement Accounts…
 And only 2% of those accounts are leveraging the power of a Truly
Self-Directed IRA
 IRS rules have allowed True
Self-direction since IRAs were created in 1974

10. Traditional Retirement Accounts
What do Retirement Plans typically
invest in?
 Stocks
 Bonds
 Mutual funds
I can pick stocks/mutual funds, isn’t that
Self-Direction?
Why limit to just these asset classes?
 Truly Diversify Your Retirement
 Who Manages the Money?
 How do they Get Paid?

11. What is a Truly Self-Directed IRA?
Basically you CAN invest
in anything BUT…
 Life insurance policies
 Sub S Corporations
 Collectibles
 Artwork
 Coins
 Stamps
 Antiques
 Rugs
 Alcohol

12. Investment Options
 Single family homes  Multi-Unit apartments
 1st Mortgage Notes  Lease options
 2nd Mortgage Notes  Foreclosures
 Condos  Buy, Fix and Flip Property
 Townhouses  Tax liens
 2-4 units  Gold & Silver
 Raw land  Bullion
 Mixed use property  Gold & Silver Eagles
 Commercial property  Privately Held Companies
 LLCs
 C Corporations
 Limited Partnerships

13. Power of Roth IRA & Compounding Interest

14. Double Your Results

15. The Gary Thomas Cash Flow Model
Started his Self-Directed Roth IRA in 2005
 Found Private Lender to loan his IRA $15,000
to purchase first house.
Paid Private Lender’s IRA 12%, plus
 4 point loan origination fee
Amortized Loan Over 5 years

16. The Gary Thomas Cash Flow Model
Now his Roth IRA has 50 houses
Monthly Rent $500-$600
He is now 57 years old
In less than 3 years he will have 100 plus Free
& Clear houses generating $50,000-$60,000
per month Tax-Free!

17. IRA vs. Personal Ownership

18. IRA vs. Personal Ownership

19. IRA vs. Personal Ownership

20. IRA vs. Personal Ownership

21. How Will This Knowledge Help Me?
Currently there is over $5 Trillion invested in Retirement Accounts.
Q: What is the single most important factor in getting transactions done
today?
A: Financing
Retirement Accounts are still flush with cash...and if you know how to
access them..they can become nearly an unlimited source of financing.

22. How Will This Knowledge Help Me?
Real Estate Investors are buying.... today!
There has not been a better opportunity to purchase real estate in the US in over
30 years.
Properties that never would have cash flowed a couple of years ago...now
are. The rental market is strong, and getting stronger.
What is holding them back? Access to capital of course.
Show investors how to access their Retirement Accounts...and probably even
more powerful...how to access other people's accounts to fund their deals.

23. Structure Of Self-Directed IRAs
1
You
You are a separate entity
2
IRA IRA is a separate entity
401K
3 - Record keeping
TPA - Tax reporting
4 - Holds the investment
Custodian
Trustee paperwork in safe-keeping

24. iPlan’s Administrator Role
What we DO offer: What we Don’t offer:
 Guide investors through the  DO NOT provide any investment
alternative asset transaction advice
process  DO NOT sell or endorse specific
 Share status updates each step of investment products
the way during a transaction  DO NOT carry out any form of due
 Accept retirement plan diligence or qualifying of an
contributions and process investment
distributions  DO NOT regulate or approve a
 Review all necessary documents transaction’s legitimacy or
for correct titling to process investment merit
transactions  DO NOT evaluate whether a
 Receive investment income and transaction is permissible or
pay investment expenses prohibited
 IRS Reporting (Forms 5498 and  DO NOT manage assets
1099)
 Free education that facilitates our
clients’ knowledge of self-directed
investment transactions

25. Why iPlanGroup?
 Over 80 years of combined Financial Services
Experience
 Flat Annual Fee Only $485
 No Matter How Large Your IRA Grows!
 No Expedited Processing Fees
 No Transaction Fees
 “Relationship Team Model”
Prompt
Accurate
Personalized Service

26. Our office in Westlake, OH

27. Contact Us Today!
Tim Debronsky
Vice President
Sr. IRA Asset Strategist
Ph: 440.484.5566
tdebronsky@iplangroup.com
www.iPlanGroup.com
27887 Clemens Rd. Suite 3, Westlake, OH 44145