Resources

The New Direction Trust Company Blog

investing in private equity

Investing in Private Equity with Your Retiremen...

Countless strong, innovative companies lie below the public radar, and many can be accessible investments through your self-directed account. By investing in private equity, your tax-advantaged plan can enjoy diversification and enhanced returns as part of a balanced portfolio. Ready to learn more about private equity? Click here to download our Private Equity Investing Guide. Let’s take … Read More

financing your real estate

Financing Your Real Estate Purchase

Real estate investing can be a lucrative opportunity, particularly as property values continue to rise. However, some may require upfront investments to secure property ownership. And while your self-directed IRA, Solo 401(k), or Health Savings Account may have grown, you may still find yourself short of the funds needed to purchase real estate outright. Ready to … Read More

social impact investing

Social Impact Investing with a Tax-Advantaged Plan

Today’s investors can not only invest in what they know but also in accordance with their conscience. Is there a company you’d like to support because of its positive impact on the community? What about an ETF that covers an industry you believe in? Thanks to self-directed investing, you’re not limited to publicly traded equities … Read More

form 1099-r

What is Form 1099-R?

If you took a distribution from a retirement account in 2020, you should receive a Form 1099-R soon. Once you have it, what are you supposed to do with it? Need to review your account information? Access the Client Portal. Preparing Your Tax Filing The beauty of investing with a tax-advantaged plan is your ability to … Read More

cash-producing assets

Cash-Producing Investments in a Low-Yield Envir...

The COVID-19 pandemic has taken the global economy for a wild ride. To combat the crisis, the U.S. government implemented measures to mitigate damage, such as the CARES Act. At the same time, the Federal Reserve tapped its playbook for one of its favorite maneuvers: Lowering interest rates to create cheaper debt and keep the … 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.