No! RVPP has no minimum investment to get started.

Yes! You can contribute to RVPP monthly, each contribution will receive the same preferred rate of return. Please see the example below. The year one rewards are available for anyone investing $500 monhtly into the fund. At month one of the following year, you will receive a $3,000 reward from RVPP. This reward must stay within the fund for 12 months.

Yes, you may remove your principal after 6 months from the time you invested with RVPP. Requests must be received within 30 days via email, text, or letter. You will receive your principal minus any distributions taken out and management fees.

Distributions are paid on a quarterly basis on the 15th of month after the quarter has ended.

Yes. The management fee for RVPP is 2.8%, it is deducted quarterly.

Yes. Many investors elect to roll over their return to grow their portfolios and principal investment amounts. Any distributions that are rolled over will be at the same preferred rate of return that is associated with the principal.

Please see the attached diagram that outlines how RVPP invest and distributes returns to investors. The Core: Our existing portfolio of cash flowing properties and investments that produce our preferred rate of return. The goal of RVPP is to grow The Core with cash flowing assets as we bring on new investors. As investors enter RVPP they start earning from day one and are paid out quarterly. Your first investment will be distributed at or around a 15% preferred rate of return, contributions made after will be distributed at or around 7.5% preferred rate of return. Our target investments are cash flowing properties/investments with low debt and returns over 10%. RVPP's current acquisition criteria is LP positions, hotels, self storage, industrial, multi-family , built to rent. This reduces the time frame to capitalization and provides an asset that generates the preferred rate of return. Hold Times: RVPP's hold times range from 5 years, 10 years, and 15 years. This adds long-term cash flow and grows equity in our wholly owned assets. Investors may elect to remove their equity within 6 months to accommodate for liquidity needs. Investors will need to submit a request via email within 30 days.

With most retirement accounts you are limited to investing in the products your employer, bank, or broker chooses. You can rarely invest in precious metals, real estate, small businesses, loans, tax liens, promissory notes, cryptocurrencies, individual stocks, and other assets. Checkbook control allows you to setup a retirement account which in turn creates a legal entity it owns but you control. The legal entity is usually either a limited liability company (LLC) or an investment trust (Trust). You have access to a checking account and you direct what the IRA- owned legal entity invests in. All investments are held by the IRA-owned legal entity and the investment growth is never taxed.

Checkbook control plans have been around since 1996 when the courts decided the case of Swanson v. Commissioner. They still aren’t well known because of the additional effort it takes to set up despite the expanded flexibility and significant advantages in doing so. Sophisticated investors are more likely use this tool because they have the experience to exercise due diligence and choose non-traditional projects within the self-directed IRA whereas average investors prefer standard brokerage investments, and average returns.

1) The first step is to sign the legal documents (usually an investment trust). 2) Open a bank account for the IRA and Trust using a custodian who will follow the IRS’ rules. 3) You contribute or rollover funds into the IRA. 4) The IRA funds the Trust. 5) As the trustee, you invest Trust funds into the projects you select.

Under current tax rules you can contribute $6,000 each year regardless of your age. If you are over 50 years of age then the IRS allows you make an additional $1,000 contribution for a total of $7,000 each year. You can also rollover any amount from another IRA into your checkbook control IRA.

All investment growth is tax free with a few rare exceptions. The most common exceptions are if your IRA runs a business, invests using margin, or buys property using a loan. These taxes are classified under unrelated debt financed income (UDFI) and unrelated business taxable income (UBTI). If you anticipate having income from these sources you should seek advice from a tax professional experienced in this area of tax law. If you setup a Traditional IRA then pre-tax dollars are used to fund it and you will pay tax on the distributions. But if you setup a Roth IRA then after-tax dollars are used to fund it and you will not pay tax on the distributions.

Because of the highly favored tax treatment of your checkbook control IRA, the IRS places restrictions on its administration. These include how you contribute, how you take distributions, what you can invest in, and who you can invest with. All contributions and distributions must flow through the IRA. To fund the investment trust you must send money to the IRA and the IRA must then transfer that money into the trust. At this point you can direct the trust to invest in projects you choose. To take distributions, the trust must transfer the money to the IRA and then the IRA can send you a check. But keep in mind that unless an exception applies you must withdraw after turning 59 1/2 or you will be subject to a tax penalty. The IRS also limits certain investments such as artwork, gems, stamps, life insurance, and certain precious metals. In addition, the self-directed IRA is prohibited from self-dealing and transacting with close family members. As the IRA holder you are not permitted to sign for any loans. All investment activity must be conducted through the IRA-owned legal entity.

It is highly recommended to designate an IRA beneficiary so that when you pass away the funds can be delivered to the person or organization you choose. Similarly, it is highly recommended to designate a second authorized person, or a successor, for your IRA-owned investment trust in order for that individual to liquidate assets, transfer the money to your IRA, and pass it along to your chosen beneficiary. The beneficiary and authorized person should be aware of your self-directed retirement plan, the legal entity it created, and which custodian holds the accounts.

Northwest Self-Directed Retirement Plans has the legal, tax, and investing experience to setup a self-directed retirement plan that fits your needs. We also have the industry relationships to quickly navigate the process with a knowledgeable custodian. The process typically takes less than two weeks. For more information you can reach us at info@nwsdrp.com.