A lucrative investment strategy may carry tax considerations, but the beauty of tax-advantaged accounts lies in your ability to defer some or all of the taxes on your annual earnings. However, depending on the nature of your account-held investment, tax season can present certain responsibilities. Together, we will walk through some important considerations for you to … Read More
Imagine an investment property that you could buy for a fraction of its market price and collect rent on, all without the hassle of having to pay the ongoing costs of being a landlord. If this seems too good to be true, you need only look to our friends in the Aloha State to see … Read More
Question: If I purchase property with non-IRA funds, I can write off depreciation. I can’t if I buy it with my IRA. Why should I give up what appears to be such a significant tax advantage? It’s true that you may give up the depreciation tax advantage by investing in real estate with a tax-advantaged … Read More
Did you receive a Form 1099-R but you didn’t make a distribution or execute a rollover during the prior year? Learning more about how Forms 1099-R and 5498 may shed some light. Need to access your account statement? Log in to the Client Portal and click “Documents” on the left side of the screen. There are … Read More
As education costs swell with each new generation, parents may need to think about saving up earlier than ever. Luckily, the Federal government provides some assistance for taxpayers. Ready to open a self-directed ESA? Click here to access our simple ESA Application Packet! There are two main account types that can help parents stay ahead of the … Read More
Hopefully, your account-owned rental property has served your retirement plan well. What if you’ve decided you really want to retire and start living in your IRA-owned real estate? Ready to invest in real estate with your self-directed retirement plan? Click here to begin our easy online new account application. If the house was purchased by your Roth … 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.
