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Entrust Administration, Inc.

Entrust Administration, Inc. Lamarr Baxter. Lamarr Baxter Northern California Business Development Manager Entrust Administration, Inc. http :// www.entrustcalifornia.com/sacramento/ Email : lbaxter@theentrustgroup.com Phone : 916-509-7271. 2. What brought you here today?.

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Entrust Administration, Inc.

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  1. Entrust Administration, Inc. Lamarr Baxter

  2. Lamarr Baxter Northern California Business Development Manager Entrust Administration, Inc. http://www.entrustcalifornia.com/sacramento/ Email: lbaxter@theentrustgroup.com Phone: 916-509-7271 2

  3. What brought you here today? “Maximize returns on retirement accounts through self-directed investments” 3

  4. Disclaimer • The Entrust Group, and its Franchisees ("Entrust") do not provide investment advice or endorse any products. • All information and materials are for educational purposes only. All parties are encouraged to consult with their attorneys, accountants, and financial advisors before entering into any type of investment.

  5. Recent Retirement Statistics • Starting Jan 1, 2011, 10,000 “Baby Boomers” per day will turn 65 for the next 19 years • Up to 75% up the Baby Boomer population do not have the resources to retire at 65 and beyond • Most will be forced to continue to work after 65 years of age • They will face skyrocketing healthcare cost and diminished Social Security and Medicare benefits • Inflation/Cost of living will threaten to erode their fixed retirement income • “Gen X” could be in more trouble unless they employ an aggressive retirement strategy

  6. Who is Entrust? Entrust is the premier provider of self-directed retirement plans 50,000 clients and nearly $5 billion in assets 6

  7. Why you may not have heard about all your investment options. • Most common IRA’s are administered by banks and investment brokers…. • …however IRS regulations allow a much broader range of investments 7

  8. Possible IRA investments LPs & LLCs Auto Paper Trust Deeds Like & Unlike Exchanges Contract Options Building Bonds Commercial Paper Commodity & Option Exchanges Commodities / Futures Leases Joint Ventures Factoring Real Estate Property Mortgage Notes Unsecured Loans TIC LLC Tax Lien Certificates Stocks, Bonds, Mutual Funds Extraordinary Investments Security Agreements & Notes Private Placements Certificates of Deposit Tangible Asset Deeds Foreign Sales Corporate Stock Accounts Receivable Financing Precious Metals

  9. Types of self-directed plans 9

  10. IRAs provide tax deferred retirement fund growth a a a (tax free) a a a a a 10

  11. Make Entrusts’ expertise your strategic advantage Account Funding Options: Transfer Rollover Contribution Conversion 11 11

  12. Investment restrictions There are three elements to a transaction being classified as “prohibited transaction.” IRA Disqualified Person Transaction between the DP and IRA 12

  13. Antiques Liquor Art Other Investment restrictions Prohibited assets

  14. Investment restrictions Fiduciary of the plan including the IRA owner Employer of employees covered by the plan Family members(spouse, ascendants and lineal descendants, and any spouse of a lineal descendant) Anyone providing services to the plan Employee organization whose members are covered by the plan Others Disqualified persons 14 14

  15. Shortage of funds? You have several options: Partner with self or a number of people. Key to partnering -splitting income & expenses. Partner with your spouse. Borrow money from a non-recourse lender. With a non-recourse loan, IRA makes the payment. Borrowed funds & UBIT. 15 15

  16. LOANS FOR SELF- DIRECTED IRA ACCOUNTS • Loan granted to SDIRA • Institutional or Private • Must be Non- Recourse • Personal Credit (N/A) • Restrictions • UDFI Tax (Unrelated Debt Finance Income) • UDFI Exemptions • Consult CPA for consultation

  17. The IRA Card CheckingSM is an easy and powerful way to access your IRA funds Access funds while on vacation Take required minimum distributions Purchase or make deposits on investments for your IRA Access funds to pay expenses for businesses held in your IRA Access funds to maintain property held in your IRA 17

  18. Why Choose Entrust Our step-by-step process makes self-directing easy. We serve you right in your community. Many of our offices are owned by CPAs, lawyers, and realtors. We share the most up-to-date information with each other. 19

  19. Why Choose Entrust Flexible fee structure to meet your investment objectives. Largest online educational library on self-directed IRAs. Freedom to choose your investments. 20

  20. Lamarr Baxter Northern California Business Development Manager Entrust Administration, Inc. http://www.entrustcalifornia.com/sacramento/ Email: lbaxter@theentrustgroup.com Phone: 916-509-7271 21

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