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ubit on real estate investments

Calculating UBIT on Real Estate Investments

When you consider the extraordinary potential tax savings you can enjoy by investing in real estate through a self-directed IRA and the recent volatility we’ve seen in the stock market, it’s not hard to see why so many investors have been flocking to alternative asset investments like real estate. However, self-directed investors should be aware of … Read More

ubit on real estate investments

Oil & Gas Royalties with a Self-Directed IRA

You may be aware that you can invest in the oil and gas industry, but did you know you have options beyond exchange-traded funds that track crude or stocks in specific oil companies? Public equities can provide exposure to the energy industry, but they can also endure volatility from outside catalysts. What if there was … Read More

invest in real estate

Four Ways to Invest in Real Estate Through Self...

Self-directed investing is all about options. We founded NDTCO on the belief that investors deserve the freedom to invest in assets they know and believe in. You may be aware that you can buy a property with a self-directed IRA, but you may not have known your full spectrum options within this asset class. Ready … Read More

debt in ira real estate

Using Debt in IRA Real Estate Investing

An often overlooked option available to many self-directed retirement account investors is to use debt in IRA real estate investing. One reason is a retirement account loan must be a non-recourse loan. This means the only recourse the lender has is the investment property itself as collateral. The borrower cannot be held personally liable in … Read More

promissory notes

Secured and Unsecured Promissory Notes: Putting...

A promissory note in which your IRA is the lender allows you to create terms that can be favorable to both your IRA and your borrower. One of the key benefits of promissory notes is flexibility. Although your IRA is technically the “lender”, you decide the payment schedule, the interest rate, and what happens if the … 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.