Resources
With the benefits that self-directed IRAs, 401(k)s, and Health Savings Accounts offer, investors must be aware of unique limitations. Below we provide an overview of the rules and relevant definitions found in IRC, Section 4975 that investors should know. Questions about prohibited transactions? Log in to your Client Portal to send questions directly to our staff … Read More
Just as retirement investments aren’t confined to Wall Street, individuals and businesses aren’t restricted to banks when looking for financing. Your self-directed IRA, 401(k), or HSA can take advantage of this by “being the bank” and lending money to borrowers of your choosing. Ready to make money on loans with your tax-advantaged dollars? Click here to open … Read More
Congratulations! You’ve selected New Direction Trust Company (NDTCO) as the independent custodian for your tax-sheltered account. Of course, we think you made the right choice. But what exactly do IRA “custodians” do? Is a custodian different from an “administrator?” We think you should know the difference, and we’ll explore why below. Questions about NDTCO? Reach … Read More
You may have been investing in mutual funds and ETFs with your IRA for years, maybe decades. Perhaps you’ve even “rolled over” funds from a former employer retirement plan to accelerate your IRA’s growth. If this sounds familiar, you are halfway home to understanding a “self-directed” IRA. Ready to open a self-directed IRA? Click here to … Read More
If the term “self-directed IRA custodian” doesn’t inspire a particular vision, don’t worry, you are not alone. You may be a seasoned investor and very familiar with retirement plans like 401(k)s, individual retirement plans like IRAs, and traditional brokerage accounts. Conversely, you may be at the beginning of your investing journey, sorting through acronyms and … Read More
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
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.
