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Satchie Carvounis (Security Trust Company) Services for Real Estate Pros

RAINER

941

Satchie Carvounis
location_on Ashton, MD — Security Trust Company
Get to Know Satchie Carvounis

Unleash the power of your IRA!  Satchie works with realtors, mortgage brokers, CPAs, lawyers, private lenders, etc. to show them how to invest their IRAs in non traditional assets such as real estate, notes and mortgages, private businesses/franchises and brokerage accounts.  She believes in the principal that superior investment returns are best achieved through true asset diversification.  With the right guidance and by using the right structure, your IRAs and your clients' investment options are almost unlimited.  Your IRA can invest in real estate, mortgages, notes, private businesses and much more.  You can increase your IRAs buying power in real estate by using non-recourse loans. We are staffed with full time CPAs and lawyers so we can help you navigate the complex IRS and ERISA regulations, supervise regulatory reporting, and establish your self directed structure.  We have a Professional Affiliate Network to provide our clients with investment opportunities.  You may want to be a Professional Affiliate of ours.  And yes, it is legal (Code 4975 of the IRS Code) and there are no penalties or taxes to move it from your custodian to our self directed custodian.  We can increase your client base and how much your client invests in real estate by educating them trough cosponsored events with you. The self directed marketplace is a $4 trillion market, and it's growing as the baby boomers start to retire this year and roll more IRAs into the market.  Wouldn't you like to tap into this market?  We can show you how!

Certifications

A major area of our expertise is setting up the right self directed IRA structure to buy real estate.  We work with many professionals in the areas of private business/franchises, private lenders/hard money lenders, mortgages, etc. to bring you investment opportunities for your IRA.  Our staff consists of CPAs and lawyers so we can be sure to protect our clients from prohibited tranactions and offer you potential deal structures that would be compliant with the IRS.  We do all your bookkeeping and recordkeeping, regulatory reporting, and an annual valuation of your IRA. What sets us apart from our competition - an IRA/LLC structure that protects your assets where a self directed IRA alone would not.  The IRA/LLC structure allows for checkbook privileges - fast turnaround when you need earnest money for a real estate investment.  Our Professional Affiliate Network sets us apart from the competition too - we have affiliates in place to help you find investments, and we are always looking for good affiliates.  We put our clients in control of their investments, unlike investmentsin the stock market.

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Satchie is a self directed IRA consultant working with a Maryland based self directed retirement administrator. She sets up self directed IRAs so you and your clients can invest in real estate. And