Resources
Did you receive a Form 1099-R but you didn’t make a distribution or execute a rollover during the prior year? Learning more about how Forms 1099-R and 5498 may shed some light. Need to access your account statement? Log in to the Client Portal and click “Documents” on the left side of the screen. There are … Read More
If there ever was a subject that will stop an accountant in his or her tracks, it’s unrelated business income tax (UBIT). Some investors avoid certain investments out of fear of UBIT, but these investors may simply be misinformed about the tax. Questions about UBIT? Click here to download our UBIT Guide. To start, UBIT aims to … Read More
What is a Roth IRA? Roth IRAs–passed into law in 1997–are a very popular way to save for retirement because investment earnings are tax free. With a Roth IRA, cash is contributed post tax, meaning the contribution (the amount you delegate out of your salary to put into the account each year) is made with taxable … Read More
At NDTCO, our focus is helping clients learn about their options and helping them make it happen. Co-founder and CEO Bill Humphrey says, “Self-direction is not for everyone. The self-directed investor must be willing to take responsibility for investment choices, although their outside advisers or associates can help. Since we don’t sell investments, we don’t … Read More
If you’re the type of active investor who prefers to stay engaged with the oversight of your investments, you are likely already well versed in the wide array of investment opportunities available through a self-directed IRA. Contrary to common belief, your IRA account has almost limitless investing potential. Despite your investment savvy, you may have a … Read More
Depending on the account structure and the beneficiary’s goals for the account, there are many different strategies available to invest in exciting alternative assets that lie outside of the stock market, including rental properties. Using an Inherited IRA to invest in real estate provides the opportunity to generate income from rent, appreciation, and more. Ready to … 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.
