Rick Pendykoski

Self Directed Retirement

Plans, LLC

What We Do:

Arizona residents are starting to discover that they are able to invest in real estate by using their retirement funds. Self Directed Retirements Plans LLC continues to set the standard in the industry by assisting people in giving them checkbook control of their retirement funds to use for alternative investments such as real estate and being their own bank.

We assist you with the entire transfer and funding process of your IRA or 401K funds for conversion into business entities where you can legally invest in Real Estate or other businesses. We provide guidance and referrals to our investor network of preferred partners that can locate investment properties, or tenant-in-common investments. We also manage larger investments by utilizing pooled IRA funds with specific rates of return.

About Us:                                              

Self Directed Retirement Plans is a national marketing and financial services company with a consortium of tax professionals and Tax Attorneys on staff. Our purpose is to educate individuals and other professionals about the many benefits contained in the tax code. In particular, we advise clients on how to fully utilize tax exempt entities such as IRAs, SEPs, and pension plans, so as to give them check book control over their retirement plans, including iras.

Reasons For IRA LLC

1. Selection of the proper self directed IRA custodian - this alone can save you thousands of dollars a year.
2. Creation of the LLC for the IRA - not creating the LLC properly can cause the IRA to be fully distributed.
3. Specialized Operating Agreement - creating the LLC is just the beginning. You have to know the proper rules to operating the LLC.
4. Ongoing advice - LLCs are inexpensive entities, what you are really paying for is access to professionals who understand the ins and outs of the tax code in regards to IRAs. This is important as one fine or penalty can be 200K in fines alone.
5. Checkbook control. Ever lost a deal because you couldn't gain access to your money fast enough? That's not going to happen again with your IRA LLC.
6. Access to investment providers - A major part of our job is seeking out and finding alternative investment concepts that no one from wall street is going to share with you. Working with us means that you are in the "loop".
7. Asset Protection - What is the purpose of building up a large nest egg if the viper down the street can just slither in and take it all away from you in one frivolous lawsuit? With the LLC you have an additional layer of asset protection.
8. Updated information - the tax codes are constantly changing. In the last year there have been a number of fines and penalties, to the tune of hundreds of thousands of dollars, added to the code to penalize those who are unaware. Our role is to make sure you are educated.

Contact Us:

www.sdretirementplans.com

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

623-882-9968

Links:

FAQ

IRA Resources

Forms