Resources
Investments in small businesses have long been considered noble pursuits among their proponents. For some small businesses today, nobility has taken a backseat to necessity. Want to invest in private equity with a self-directed account? Click here to complete our easy online new account application in a matter of minutes! As we continue to navigate the COVID-19 pandemic, … Read More
Real estate IRA investing can be a surprisingly easy method for savvy investors to supercharge their retirement returns. Many are familiar with real estate investing outside of a tax-advantaged account. In many ways, the process of investing with such an account is quite similar. Most retirement investors don’t know this, partly because they are simply … Read More
Tax-advantaged accounts like IRAs and Health Savings Accounts allow you to save for the future by deferring taxes on your investment earnings. However, the IRS requires annual reporting to track fair market values and movements of account-held cash and assets. New Direction Trust Company performs this service as your account custodian, but, as the account owner … Read More
An increasingly common offering, Health Savings Accounts (HSAs) continue their decade-long upward momentum in consumer adoption. However, despite increasing education and multiple periods of HSA-qualified plan enrollments, HSA versatility still holds some surprises. For instance, how many know they can invest in real estate with a Health Savings Account? Ready to open a real estate HSA? Click … Read More
What is a Checkbook IRA? Checkbook IRAs allow investors to directly manage their retirement funds and allocate them toward investments. Contrary to popular belief, a Checkbook IRA is not a separate retirement plan type. From a tax benefit standpoint, a Checkbook IRA can be a Traditional IRA, Roth IRA, or any other self-directed retirement account. … Read More
When it comes to owning real estate in an IRA, it may be tempting to use your account-held property. However, the IRS prohibits such use. Prohibited transactions can result in steep penalties and distribution of the account. At NDTCO, we hear a lot of questions from investors about what they can and can’t do with … 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.
