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The New Direction Trust Company Blog

Self-Employed Investors – Could It Make Sense t...

Self-directed investing enables you to build the portfolio of your choosing with assets you believe in. Often investors hold more than one retirement account, and a combination of a Solo 401(k) and a Roth IRA might be particularly well suited to individual business owners.  Want to open a new self-directed account to supplement your existing strategy? Click here to open a new account in a matter … Read More

A Closer Look at 1031 Exchanges 

Self-directed investing through IRAs and Health Savings Accounts allows you to defer (or eliminate) tax until withdrawals. However, pairing equity investments with debt financing may incur unrelated business income tax (UBIT), even when the equity is provided by a tax-advantaged account.   The most common instance is leverage financed real estate. If your account borrows money to purchase property, your account may owe UBIT on a portion of the earnings generated by your property, including at the sale. As a … Read More

Investing in Breweries (and Other Local Busines...

As the COVID-19 recovery continues, aspiring entrepreneurs will certainly spot opportunities in new business ideas and ventures. Many of these will be local and may include your favorite craft beer brewery.  Ready to invest in breweries? Click here to open a self-directed account with NDTCO today!  Private breweries had been popping up prior to the pandemic, and consumers – and beer connoisseurs – are now re-entering the market. To meet demand, … Read More

7 Ways You Can Maximize Your Real Estate Return...

Vacation rentals provide a steady stream of revenue for many of its nearly three million hosts, but there’s more to having a successful listing than simply buying a property and posting on the Airbnb platform. A bit of knowledge can go a long way, in this case generating greater revenue by improving your reviews, further enhancing future potential returns.   Here we will explore how you can provide a better experience for your guests by increasing your Airbnb rental value and bolstering your reviews, which … Read More

The Five-Year Rule and the Case for Multiple Ro...

The Roth IRA is a remarkable retirement-planning tool, as investors can avoid taxes on investment earnings by following certain rules. With a self-directed Roth IRA, those earnings can come from alternative investments in real estate, private lending, private equity, or almost any other strategy of your choosing.  Ready to open a Roth IRA? Click here to open a new self-directed … 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.