Resources
Diversifying with Precious Metals in Your SDIRA: Stability in Every Market As we continue to celebrate Asset Management Awareness Month, it’s timely to turn our attention to diversifying with precious metals. Within the realm of Self-Directed IRAs (SDIRAs), precious metals offer a timeless avenue for investors seeking stability amid stock market volatility. Whether through physical … Read More
March, celebrated as Asset Management Awareness Month, shines a spotlight on the sophisticated world of Private Equity (PE) investments within Self-Directed IRAs (SDIRAs). Private equity presents an enticing avenue for investors eager to transcend the bounds of conventional asset classes like stocks and bonds. By venturing into PE, investors not only diversify their portfolios but … Read More
Real estate investment within an IRA, leveraging its potential for both appreciation and income generation, emerges as a formidable strategy in the realm of alternative investments. This approach can transform retirement accounts into potent revenue-generating engines. The inherent stability and the prospect of steady cash flow from real estate, compared to the often-turbulent stock market, … Read More
In our final installment on tax season preparation, we delve into the specifics of Schedule K-1 and Form 990-T. These may be less common account documents, but they’re incredibly important for certain investments. Less Common Account Documents* Schedule K-1 (Form 1065) Timing: With individual tax filing What It Is: A Schedule K-1 (Form 1065) applies … Read More
Post 4: Decoding Form 1099-R and Form 5498 As tax season continues, it’s important to understand Form 1099-R and Form 5498. These account documents are key to managing your retirement plans effectively. Form 1099-R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Timing: January 31 What It Is: This form reports … Read More
As we progress through our tax season series, let’s turn our attention to the Annual Account Statement. This document is a vital tool in your financial arsenal. Annual Account Statement Timing: Formal statements are issued in the last week of January or you can generate one anytime on demand in the Client Portal. What it … 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.
