A Regent Gold Group Special Report
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1 A Regent Gold Group Special Report
2 Free Report: How to Gain Checkbook Control of Your IRA Note: This Special Report takes a look at how individual investors can assume Checkbook Control over their tax-deferred retirement savings accounts by creating an IRA LLC. If you are like most investors trying to secure a comfortable retirement, it s not unreasonable to expect that your hard-earned savings will be there for you when you are ready to enjoy your Golden Years. And, if you are like more than fifty million Americans, you may have already decided that one great way to reach your retirement goals is through a tax-deferred savings account, known as an IRA. Individual Retirement Accounts, or IRAs have become a wildly popular retirement-savings vehicle over the last 20 years, with an The freedom of individuals to control their own retirement portfolios has made the self-directed IRA market one of the fastest growing segments in the financial service industry. One of the key reasons individual investors are attracted to gaining Checkbook Control of their IRA is to have access to one s gold and silver during times of national crises. estimated 48.9 million U.S. households, representing 40.4 percent of the country. As of 2012, total IRA assets were over $5.4 trillion dollars, with the vast majority invested in traditional IRAs. However, the fact is that most traditional IRAs consist of stocks, bonds and mutual funds, all of which are risky paper assets. This leaves the average IRA portfolio highly susceptible to market fluctuations and loss of value, as became obvious during the 2008 market crash when millions of Americans saw their retirement portfolios suffer catastrophic losses of up to 50% or more. And really, for many individual investors, the 08 crash was the first time they were forced to acknowledge that their IRA was not quite the risk-free investment they were led to believe
3 What is a Self-Directed IRA? A self-directed IRA is an Individual Retirement Account that provides a broader scope of investment options than the standard IRA allows. It can be used to invest in a wide variety of vehicles, including physical gold and silver. The freedom for individuals to control their own retirement portfolios has made the self-directed IRA market one of the fastest growing segments in the financial service industry. It is currently estimated to be $100 billion with a growth rate of approximately % over the last five years. Additionally, projected growth is expected to continue along a similar trend over the next five years. Among self-directed IRAs, those specializing in precious metals, such as gold, silver, platinum and palladium continues to follow this strong growth trend. This should hardly be a surprise to anyone who even casually tracks the financial markets, as precious metals, particularly gold and silver, have provided gains of over 300% after the crises of By owning precious metals in their IRAs, investors are taking control of their retirement savings by protecting their portfolios against the disastrous effects of erratic markets, inflation and decreased purchasing power in their retirement years. So what exactly is required if an investor wants to own physical gold and silver in their IRA account, and take physical possession? Surprisingly, the process is relatively straightforward, especially if you already have an existing IRA or former 401K. First, you open up a self-directed IRA with Regent Gold Group and partner custodian that specializes in precious metals. Next, we facilitate the entire process on your behalf to transfer or rollover funds from your IRA or former 401K to your new, precious metals IRA
4 To have a greater degree of control over your IRA, including having more say as to where you can keep your IRA Gold and Silver and how fast you can access your funds, an IRA LLC is required. Finally, you ll work with one of our trusted precious metals specialist to purchase your precious metals, gold and silver being far and away the most popular among investors. Now, your precious metals are transferred, fully insured, to one of a handful of government-approved, secure storage facilities, or take physical possession of the IRA assets. If stored, it is safe and secure at a leading facility like DDSC, fully insured by Lloyds of London against fire, theft and all the usual list of catastrophic suspects. You own it. It is yours to hold or sell as you chose (though of course, if you sell it before you turn 59½, there s a good chance you will be subjected to IRS penalties.) You can even go and visit your gold and silver at the approved storage facility
5 Exactly What is an IRA LLC? In 1996, the federal tax court granted individuals the ability to have direct oversight of an IRA and take physical possession of their IRA assets. This new retirement account was called a checkbook IRA. With a checkbook IRA, investors finally had the same power to control their retirement accounts. However, along with this power came certain rules, and first among them was that the IRA had to be a Self-Directed and that the Limited Liability Company, LLC is owned by the IRA and an asset of the IRA.. In turn, you would be the owner/manager of the LLC. Here s how it works. Regent Gold Group and partner custodian will open a self-directed IRA account on your behalf. Second, we will process the transfer or roll over of funds from your current retirement account, whether an IRA or former 401K. Next, we ll create a special purpose LLC, which resides in your IRA and using the funds in your newly opened account, build a precious metals portfolio based on your direction and approval. A portfolio that allows for physical possession. You hold the financial purse strings. You have 100% complete signing authority over your retirement funds. In other words, you ve just gained checkbook control of your IRA
6 Benefits of a Checkbook IRA What are the Benefits? One of the key reasons individual investors are attracted to having an IRA LLC is to have access to their gold and silver during time of national crisis. One method to having access to your IRA precious metals is to hold the physical gold and silver at your nearby bank, which will be registered to your IRA s LLC. Another method is to keep the gold and silver at a home-based vault, though it is important to note that the precious metals may not be held for personal benefit. Talk with your tax professional to make sure you understand the rules. With a self-directed IRA LLC, you are able to make purchases of precious metals instantly. As with all IRAs, an IRA LLC provides numerous tax benefits, as well and the significance of the physical gold and silver in your account can shield your retirement wealth against inflation and purchasing power loss, and offer prospective growth. In many cases, administrative fees and transactional fees associated with a regular self-directed IRA are eliminated when you have a Checkbook IRA
7 Speak to a Regent Gold IRA Specialist Contact us today to see how investing in Gold and Silver can open new doors for your investment plans and how investing in these precious metals can strengthen your savings for the future. Speak to a Regent Gold IRA Specialist now to learn more Regent Gold Group 269 S. Beverly Drive Suite 1085 Beverly Hills, CA A REGENT GOLD GROUP PUBLICATION The statement(s) made on in this publication are opinions and past performance is no indication of future performance. Precious metals, like all investments, carry risk. Precious metals and coins may appreciate, depreciate, or stay the same depending on a variety of factors. Regent Gold Group cannot guarantee, and makes no representation, that any metals purchased will appreciate at all or appreciate sufficiently to make customers a profit. The decision to purchase or sell precious metals, and which precious metals to purchase or sell, are the customer s decision alone, and purchases and sales should be made subject to the customer s own research, discretion and judgment
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