The New Direction Trust Company Blog

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Private Lending with your IRA

You’re likely familiar with the concept of taking out a loan, but did you know you can invest in private lending and hold promissory notes with your retirement account? While you cannot borrow money from your own IRA, just about any other non-disqualified person or business can. A loan from your tax-advantaged plan is no … Read More

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Navigating the SECURE 2.0 Act Impact on IRAs: 2...

The world of retirement planning is poised for significant changes with the implementation of the SECURE 2.0 Act. This legislation is an extension of the original SECURE Act, which introduced a host of provisions designed to enhance retirement security for Americans. While some provisions were implemented in 2023, there are a few that take effect … Read More

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Interest Rates and Their Impact on Alternative ...

Interest rates are a critical tool in the Federal Reserve’s arsenal for managing the economy. But when the rates change, what does that mean for your investments?  As an investor, it’s important to understand why the Fed raises or lowers rates and the relationship between interest rates and alternative investments. So why Does the Fed … Read More

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Self-Directed IRA Myths: Debunked

Many people have never heard of self-directed IRAs, and while they aren’t a secret, there are plenty of myths and misconceptions surrounding them. With so much information readily available across trusted and not so trusted sources, it’s hard to determine what’s true and what’s just noise. We’re here to help set the record straight when … Read More

New Direction Trust Company (“New Direction”) performs the duties of a directed custodian. It does not provide any investment advice, legal advice, or tax advice. New Direction does not undertake any due diligence for you, including with respect to any investment or investment provider featured in this blog post or joint webinar or any other investments that you choose to hold in your New Direction account(s). Any information regarding any investment provider or investments that is contained in this blog post or Webinar was provided by the third-party investment provider. New Direction is not affiliated with, does not control or direct, and has no responsibility over any third-party investment provider or investment, and the inclusion of any investment provider or investment options in this blog post or Webinar does not represent an endorsement or recommendation of the investment provider or investment by New Direction in any way. New Direction does not endorse or recommend any investment provider or investment, including those found in this blog post or Webinar. Information and third-party links contained in this blog post or webinar are provided for informational purposes only, and it is solely the responsibility of investors to perform their own, independent due diligence on any investment opportunity. Investors should consult their own investment, legal, and tax advisors before making any investment choices.