SAVAGEPRO2
6 easy steps to securing your future plans
Online Webinar
Attending the Online introduction to self-directed retirement opportunities webinar.
Select Your Goal
Complete the "My Self-Directed Introductory Form" to give Belinda and her team an understanding of your goals.
Meeting Time
Schedule your or family consultation with Belinda with a few clicks of the mouse.
Estate Planning
Review your "Plan of Action"and "Next Steps" documents sent from the SavagePro2 Team.
Enhanced Strategic Planning
If you would like periodic meetings from enhanced strategy from Belinda or her team, Purchase the "Legacy Consultation Services" plan to have period consultation throughout the year to help you create your legacy.i
Account
Open your Self-Directed Retirement Account Now!
Legacy Strategy Service
Create a successful road map to leave a legacy for your family! Learn what your CPA and Accounts isn’t telling you, and learn how to invest your money with control by using a Self-Directed Retirement Account. You will have a successful team of trustworthy professionals that will work for you as your own personalized board of advisors.
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FREQUENTLY ASKED QUESTIONS - FAQs
A retirement account is an account that enables individuals to save money for retirement while providing tax advantages. These accounts are regulated by the Internal Revenue Service (IRS) regarding who can establish them, the contribution deadlines and limits, the distributions, and the tax liabilities.
Rules governing the IRA are communicated to account holders by the IRAs custodian.
A Custodian in the organization is responsible for holding the Retirement Account and reporting any necessary tax information to the IRS and maintaining the custody agreement. The custodian acts as “The holder of the bag of Money”, and the funds inside the account are directed by the beneficiary-You!
Per IRS regulations, you may not directly get the benefit (Money or use) from the retirement account assets without penalty until you reach a certain age or have certain events happen in your life.
Think of the Custodian as a trustee, and the accounts are held in trust- thus trust custodian.
The custodian’s job is to keep the IRS rules and hold the account for the beneficiary. The best part about self-directed accounts is that while the custodian must hold the accounts for you, you control what the funds do! The IRS and ERISA (Employee Retirement Income Security Act of 1974) created the rules, and the custodian helps you play by the rules. Without them, it gets messy fast.
Self-Directed IRA Investing Process
We Custody Traditional AND Alternative Asset Classes
When you open a self-directed retirement account, you will find your own investments and perform the necessary due diligence to determine if the investment is the right fit for you.
Real Estate Investing Within a Self-Directed IRA
Most investors believe that their only IRA investment options are bank CDs, the stock market, and mutual funds.
Few Americans realize that they have the option to self-direct their IRA’s and other retirement plans into real estate. Investing those plans into real estate can benefit these investors from the tax advantages that these plans provide.
A self-directed retirement account may hold anything in it except for collectibles. You can own houses, apartment buildings, companies, airplanes, stocks & bonds, Gold and Silver bullion, and do alternative investments.
One of the best-kept secrets of Wall Street and the financial media is the self-directed account. It is commonplace for employers to have sponsored plans, where they match a portion of the fund that you contribute. These funds are commonly invested in a mutual fund that gives a 2-3% return and requires minimal monitoring by you. The problem is that in the same laws that created the employer-sponsored retirement accounts, self-directed accounts were created so that individuals could invest their money in any way they choose (minus collectibles). Typically Wall Street and the Financial-Media downplay the intelligence of the average citizen and proclaim how complex it is to make money and attempt to convince you to “leave it to the professionals”.
Tax-Advantaged Retirement and Savings Accounts
A self-directed account is technically the same tax-advantaged account you may find at any brokerage firm, custodian, or bank.
The difference with a self-directed IRA is that you can invest in a wide range of alternative assets, such as real estate, promissory notes, and private equity in addition to traditional investments, such as stocks, bonds, and mutual funds
Why Savage Pro II?
Investment Freedom
Create a customized portfolio of alternative assets as well as traditional investments with a single custodian. You can maximize your account and gain new insights with access to unparalleled educational resources.
