Resources
How do I manage a real estate IRA? How do I manage expenses and cash flow in an IRA, particularly when I reach retirement age and have to take required minimum distributions (RMDs)? Planning for cash flow needs is critical for any investment strategy. This is especially true when investing in illiquid assets like real … Read More
If you’re one of many investors with or considering a Roth IRA, it’s important to understand the “five-year rule” works. Below is a short explanation of how the rule affects your IRA distributions. Are you ready to open a new Roth IRA? Complete our easy online new account application in a matter of minutes! What is the Five-Year … Read More
Question: If I purchase property with non-IRA funds, I can write off depreciation. I can’t if I buy it with my IRA. Why should I give up what appears to be such a significant tax advantage? It’s true that you may give up the depreciation tax advantage by investing in real estate with a tax-advantaged … Read More
It’s not been widely known that the IRS allows retirement accounts such as IRAs to hold gold and other precious metals. That’s because most retirement accounts are administered by companies that have no incentive to allow clients to diversify into asset classes that they don’t sell. Want to open a Gold IRA? Click here to access our simple online new … Read More
People assume retirement investments must be exchange-traded stocks, bonds, and mutual funds. Stock market volatility frequently intimidates retirement investors to the point that they simply do nothing and forego crucial retirement planning. Roth IRA account owners will be pleased to know there is an entire spectrum of alternative investments unrelated to the stock market available to them. … Read More
As a self-directed IRA custodian, we get dozens of questions about unrelated business income tax (UBIT), taxes on IRAs, and taxes on other retirement accounts every day. Most perplexing to clients, it seems, is UBIT. Let’s examine three commonly asked questions. Ready to learn the ins and outs of UBIT? Click here to download our UBIT Guide. Leveraged … 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.
