The New Direction Trust Company Blog

Small Business SEP IRA

What is a Self-Directed SEP IRA? And 4 Other Pr...

As the contribution deadline for those employers who have filed an extension is on October 15, we are addressing a few frequently asked questions to help you determine if a Simplified Employee Pension (SEP) Individual Retirement Account (IRA), better known as the SEP IRA, is right for you.    What is a Self-Directed SEP IRA?  According to the IRS, … Read More

Understanding the Gold IRA: Common Questions

Retirement investing takes many forms. Most savers nowadays, particularly those earlier in their careers, start with an employer-sponsored savings plan such as a 401k or SIMPLE IRA. Generally comprised of mutual funds and ETFs themselves containing hundreds, if not thousands, of public stocks and bonds, many investors elect to go beyond these offerings into private … Read More

5 Common Rental Expenses That Will Reduce Your ...

For almost two decades New Direction Trust Company clients have been supercharging their retirement with real estate. By purchasing real estate through their tax-advantaged account, many have also stumbled across UBIT, or Unrelated Business Income Tax. Not a penalty, UBIT is a tax on any earnings from “leveraged” real estate, a common approach to capitalizing … 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.