Self Directed Retirement Account Plans

Self Directed Retirement Account Consulting
San Antonio, TX / 210.680.1167 / Services@ZavalaCapital.com

Unleash the power of your own Retirement

Testimonials

"Thanks to Mr. Zavala's guidance and advice, I transferred my 401(K) into a self-directed Individual Retirement Account (IRA). In less than five months, [I completed an investment in] my IRA with a Return on Investment (ROI) of 20%."
-Former Client

Did you know...

"That you can open a Self Directed Roth IRA, buy and sell an investment (such as real estate), and NEVER pay taxes on your profits."

"That you can self direct your own HSA account? Tax deductible contributions, tax free growth, and no taxes owed when you use it. It is the only 100% tax free vehicle available."

"That you can roll over an old 401k or IRA, and write a loan directly out of your account to become a partner in a business."

"That you can transfer an IRA into a SD-401k, and take a personal loan up to 50% for any purpose."

Do you have an IRA, Pension, or old 401K that's not performing or giving you the returns you need? Many unknowingly cash it out, and pay up to half of their hard-earned money to the IRS in penalties and taxes.

You have many options...

I'm Tony Zavala, business owner and investor (profile bio). I have assisted many people just like you in taking control of their retirement by giving them more control and adding more investment options than just letting fund managers day trade your money as they try to beat the market.

The fund managers who control your money have it figured out: you put up all the money, you take all the risk, and they always get paid whether or not you make money. Did you know you have more options than just letting it sit there?

Since 1974, educated investors have known that you can do more by self directing your own money. Start your own business, invest and buy real estate, create your own mortgages and notes, you have 100% control of your money. Self Directed plans allow for just about any type of investment available.

I rolled my old 401k into an SD-IRA, started a business, as was able to use all my money, no penalties or taxes, in startup and build-out costs. I now have checkbook control and split profits between me and my IRA.
-Former Client

Even if you have your own business, I can show you how self directing can tax shelter 30% or more of your income, while still having total investment access to all your money.

We assisted a client in combining over $100,000 from old 401k's that were losing money, and they are now poised and ready to purchase a piece of real estate as an investment property, or even start their own brick and mortar business.

Imagine what you could do with more of your own money?

How it works

First, Education...
We will instruct you on what you can and can't do within retirement account investing so you fully understand this unique process.
We will cover:

Types of accounts
Approved transactions such as loans, notes, buying real estate, and starting your own business
Prohibited parties and transactions
Is Checkbook Control right for your investment
Related business entities and documentation
How to set up your own investments

Second, Setup...
Based on your situation, we will assist in IRA, old 401k, Pensions, Roth, HSA and other qualified account rollovers, set up Self Directed accounts with our 3rd party qualified retirement account custodial bank, individually or through an existing business, and assist in setting up correlated business entities and other documentation if required.

Third, Invest...
You will have the knowledge and tools you need to begin directing your own investments. Start a business, buy a Real Estate investment property, stocks, bonds, even create your own notes, you have 100% full control.

Our fees

Retirement Account Consulting - $749
This fee is a start-to-finish retainer that includes all consulting visits, administrative and account setup, forms and related contracts, questions, calls and emails. NOTE: This fee does not include costs associated with setting up business entities such as LLC's, or fees charged by the 3rd party IRA Custodian.

Real Estate Investing/IRA Consulting Package - $999
This fee is the start-to-finish retainer that includes all of the above, as well as the 5 week 1 on 1 Personal Coaching ($649) covering Real Estate investing topics of your choice. More info at: www.ITFtraining.com

Find out more...

Visit www.ITFtraining.com, and www.ZavalaCapital.com for a full profile on who we are and what we do.

Call Zavala Capital, at 210-680-1167 to set up a free consultation on what's possible for you.

Are you ready to do more? Get started now, and put yourself in the drivers seat.