Resources
You cannot borrow money from your own IRA, but just about any other person or business certainly can. Private lending with a self-directed IRA enables you to utilize the business model you know and trust while harnessing a significant degree of control over your retirement. As with almost any investment approach, there are a number … Read More
All retirement account types offer unique tax benefits. Traditional IRAs alleviate your financial burden in the near term by allowing tax-deferred contributions, while Roth IRA distributions can be 100% tax free if qualified. Perhaps you’ve already built an impressive Traditional IRA but want the additional tax advantages of a Roth IRA. Fortunately, you won’t have to … Read More
Unrelated business taxable income (UBTI) is operating income that can be earned by a retirement plan. UBTI could include rental income from non-real estate assets or earnings yielded through an investment in a pass-through entity. A pass-through entity is a business that does not pay taxes at the corporate level. For instance, a business could … Read More
Summer vacations are the perfect time to find a vacation home in an ideal location. Investors are often in the market for clever solutions for affordability, so it’s important for them to be aware of their available investment tools. One such tool is the self-directed IRA. Did you know that your IRA, 401(k), or Health … Read More
A lot of money and sensitive information changes hands during tax season. This can bring scammers out of the woodwork to try and maliciously seize identities or refund checks. Fortunately, the IRS is well aware of the heightened risks and wants to help responsible individuals prevent tax scams. Monitor your account 24/7 and message our … Read More
Medicare helps retirees mitigate healthcare costs, but some may still have to pay substantial sums from their own pockets. One may consider supplementing Medicare benefits with a health savings account (HSA) with this fact in mind. Health Savings Accounts are individual custodial accounts that allow investors to hold the same alternative investment options as self-directed … 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.
