Rent Your IRA | Jazz Wealth Managers
If you can't read please download the document
-
Upload
dustin-tibbitts-your-wealth-manager -
Category
Business
-
view
46 -
download
2
Transcript of Rent Your IRA | Jazz Wealth Managers
HOW RENTING YOUR IRACAN HELP GENERATE MOREINCOME IN RETIREMENT.
DUSTIN R. TIBBITTS
Facebook.com/jazz.dustin
This material is provided for educational purposes only and does not constitute investment advice. The information contained herein is based on examples provided and in no way represents advice or recommendations. Jazz Wealth Managers, Inc. cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice.The legal brief
Dustin R. TibbittsSenior portfolio manager
WWW.JAZZWEALTH.COM
Once there was a guy named Dustin
He had a very unique family life Married 15 years Teenage Daughter Very large puppy named Jazz A very unique group
Taught over 3000 investors
around the world.
Managed friends and familys
investments for over 10 years.
Collect old Jazz records.
- Only own one tie.
He never did things like the others
Now!
The same opportunities were
not available to everyone.
Advisors were hiding fees.
Advisors would get paid to sell, not to grow your assets.
Investors had limited access to
their own money!
The financial advisory world bothered him becauseSo in doing more and more research in the Financial Advisory space I realized that advisors get paid to sell products that generate commission. Thats the business model. So it started to bug me that my friends and family were paying these high hidden fees. So thats when I started Jazz.
jazz [jaz]Noun
1. Slang. Liveliness; spirit; excitement
So he started his own wealth management firm.
Dustin R. TibbittsSenior portfolio manager
Never charge a commission by selling products.
The company succeeds when the clients succeed.
Let the client keep their money while we manage it.
His business model was simple
Instant TrustFinally, it frustrates me that you would have to send your money to an advisor and hope he did the right thing. ---- Call that instant trust.
Have you ever invested or contemplated investing in rental property?
Me bacground pic poll - ananomus
When investing in real estate for income the process is straight forward, and natural.
In real estate, traditionallyFind an acceptable income property (or properties).Make appropriate repairs or improvements.Hire property manager?Market property for rent.Screen prospective tenants.
WWW.JAZZWEALTH.COM
Would you ever buy rental property and not rent it out?
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COM
SO WHY DO WE
buy and hold ourINVESTMENTS?
Reduce your cost basis, reduce your riskDustin Tibbitts
Lets treat our investments like real estate.
In the marketsFind an acceptable product (or products).Make appropriate repairs or improvements.Hire property manager? Thats Jazz!Market product for rent. - InstantScreen prospective tenants. - Prequalified
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COM
The industry standard
Pos. #1
WWW.JAZZWEALTH.COM
Pos. #2
Pos. #3
Pos. #4
Pos. #1
WWW.JAZZWEALTH.COM
Pos. #2
Pos. #3
Pos. #4$$$$
Pos. #1
WWW.JAZZWEALTH.COM
Pos. #2
Pos. #3
Pos. #4$$$$$$$$
Pos. #1
WWW.JAZZWEALTH.COM
Pos. #2
Pos. #3
Pos. #4$$$$$$$$$$$$
What happens when the markets fall?
Pos. #1
WWW.JAZZWEALTH.COM
Pos. #2
Pos. #3
Pos. #4$$$$$$$$$$$$
Pos. #1
Pos. #4
Pos. #3
Pos. #2$$$$$$$$
The balanced portfolio for rent.
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COM
Generate income through rental.
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COM
* Data provided by NYU Stern University. Illustrations are for educational purposes only and in no way guarantee future results.
WWW.JAZZWEALTH.COMS&P 500-25.90% (1974)-21.97% (2002)-36.55% (2008)Stocks & Bonds-21.03% (1973)-33.68% (1974)-19.00% (1981)Jazz-2.88% (1973)-1.9% (2002)-4.23% (2008)Be careful when you retire.
Take the guesswork out of investing.
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COM
The 8 year rally
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COM
Whats the catch?
Tennant can buy property.Tennant has ability to purchase positions, and you must agree to sell.
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COM
Tennant can buy property.Tennant has ability to purchase positions, and you must agree to sell.
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COMAgree to your price.
Tennant can buy property.Tennant has ability to purchase positions, and you must agree to sell.
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COMAgree to your price.
You keep all rent payments.
Minimum net worth & Income req.
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COMSet by regulators.
>5041-5031-4021-30
$100,000 / Any$75,000 / $50,000$50,000 / $45,000$20,000 / $40,000
Custom Wealth Management
Take the guesswork out of investing.
RENT YOUR PORTFOLIO?
WWW.JAZZWEALTH.COM
Get started with your electronic application
*Remember, we never have access to your funds. We only manage your account.
Ready to get started?
p. 727.492.0314 - email - [email protected]
www.JazzWealth.com
Follow Jazz Wealth on social media:
Thank you!Questions?
p. 727.492.0314 - email - [email protected]
www.JazzWealth.com
bamboohr.compayscale.com
5 Steps to a Smart Compensation PlanClick to edit the title text formatClick to edit Master title style
12/1/16
bamboohr.compayscale.com
5 Steps to a Smart Compensation PlanClick to edit the title text formatClick to edit Master title style
Click to edit the outline text formatSecond Outline LevelThird Outline LevelFourth Outline LevelFifth Outline LevelSixth Outline LevelSeventh Outline LevelEighth Outline Level
Ninth Outline LevelClick to edit Master text styles
Second level
Third level
Fourth level
Fifth level
12/1/16
Portfolio comparison
1966- Present
