1. Hold Fast Asset Protection
Kip Bowman
President
Jeff Beall
Managing Director

2. Retirement Funds in a Checking Account
“We Enable Your Investor Clients and
Send Them Back to You with Cash”

3. What is Self-Directed Investing?

4. Advantages of Self-Directing
IRAs or 401Ks into Real Estate:
• No Tax on Rents
- High Monthly Cash Flows!
• No Capital Gains Tax
- Maximize Appreciation!
• Protect Your Future Value
- Won’t Go to Zero!
- How about Potential Inflation?

5. What Else
Can You Do?
Use as Down-Payment (non-recourse)
Use as Private Money Loan(s)
Can Pool Investments (LLC example)
Can Pair Investments (title – lienholder example)
Use as Business Loan (no collateral)
www.IRAcheckbook.com

6. www.IRAcheckbook.com

7. Charleston businessmen roll out retirement tool that
should hasten ‘self-directed’ investments in real estate.
- Jim Parker
What every Broker should know!
- Greg Rand
While the brokerage, mutual fund and banking industries
have fully exploited the IRA concept, the real estate
industry seems to have missed the boat.
- Robert Preston

8. There are 2 Types of Arrangements:
Active Custodial
• Custodian involved in all transactions
• Transaction fees & co-titling of deed
• Administrative fees
Passive Custodial (Like )
 Individual control
 Flat fee
It’s Time to Take Control!

9. “Liberating Capital for Self-Directed Investments”
$8.5 Trillion in Retirement Funds
IRAs and 401Ks
Only 5% is Self-Directed….
…mostly invested in Wall St. assets
www.IRAcheckbook.com

10. S-Curve Adoption
• Relatively the same amount of time for a product to
reach 10% acceptance as it does to reach 90%.
• Example: In 14 years (between 1914 & 1928), adoption
of the automobile grew from 10% to 90%.

11. The Process
People are conditioned to
invest retirement funds
in company stock, like
Walmart(NYSE:WMT) &
Ford(NYSE:F)
 Our process creates your own
“self-directed” company for the
IRA funds to be invested.
 Your IRA becomes the only
investor in the “self-directed”
company and you have complete
control as sole manager.

12. “One-Stop Source for Self-Directed Investments”

13. How Should You View
Self-Directed Investments?
The Key to Unlocking Capital
for Real Estate Investments!

14. Questions?
Show Your
Clients a New
Vantage Point!
www.IRAcheckbook.com