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Self Directed Roth Retirement Plan

A self-directed Roth IRA is a retirement account that allows you to invest in assets beyond traditional stocks, bonds, and mutual funds, such as real estate, precious metals, or cryptocurrency, while still benefiting from the tax advantages of a Roth IRA, including tax-free growth and withdrawals. (Please consult with your Tax, Accouting or financial planning professional)

Here's a more detailed explanation:

Key Features:

Investment Flexibility:
Unlike traditional IRAs, which are typically limited to stocks, bonds, and mutual funds, a self-directed Roth IRA allows you to invest in a wider range of assets. 
Tax Benefits:
Like a regular Roth IRA, contributions are made with after-tax dollars, but earnings grow tax-free, and qualified withdrawals in retirement are also tax-free. 
No Required Minimum Distributions (RMDs):
Unlike traditional IRAs, Roth IRAs, including self-directed ones, are not subject to RMDs, meaning you don't have to start taking withdrawals at age 72. 
Self-Directed:
You, as the account holder, have control over how your retirement funds are invested, meaning you are responsible for researching and managing your investments. 
Alternative Investments:
Common investments in a self-directed Roth IRA include real estate, precious metals, private equity, cryptocurrency, and other assets not typically found in standard IRAs. 
Custodial Accounts:
Self-directed IRAs are typically held at specialized firms that offer SDIRA custody services, and these custodians cannot provide investment advice. 
Important Considerations:
Risk:
Investing in alternative assets can be riskier than traditional investments, so thorough research and due diligence are crucial.
Fees:
Self-directed IRAs may come with higher fees than standard IRAs, so it's important to compare fees from different custodians.
Rules and Regulations:
Self-directed IRAs are subject to the same IRS rules and regulations as traditional IRAs, including contribution limits and withdrawal rules.
"No Self-Dealing" Rule:
You cannot use your IRA funds to engage in transactions with yourself or certain relatives. 

Risk Associated With This Investment

All investments have certain inherent risk associated with the investment, however the sponsors of this investment have taken certain steps to mitigate possible known and unknown risk that may influence the outcome of the investment for each participating investor. The sponsors have implemented procedures to mitigate risk potentially associated with this investment, however there is no certainty that all risk can be avoided, mitigated nor resolved. (see, the Private Placement Memorandum, under risk section for a full disclosure of known and and unknown potential risk associated with this investment) 

  • Ths subject property is owned by the LLC fee simple without any encumberances, liens or obligations;
  • The Sponsor will setup a sinking fund in an FDIC insured banking institution to repay the principal amount of the notes as they mature and become due and payable from the sale of each cottage home lots sold to homeowners or investors;
  • The Sponsors will setup a second reserve sinking fund in an FDIC banking institution to pay each notehiolder the accrued interest that will be due at the end of 60 months;
  • In the event noteholders wishes to exercise the Warrant option to invest the principal amount of the note into LLC interest in owership, then the funds in the sinking fund held in the FDIC banking institution will remain in the bank account and used to redeem the LLC interest holders equity in the LLC on a call for redemption by either the holder or Sun Valley.