Resources
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
What is a “Self-Directed” 401(k)? A self-directed 401(k) puts you in the driver’s seat for any investment activities you want to pursue. Employers may place certain stipulations on (or outright disallow) transferring or rolling your 401(k)-held cash or assets. Others may not allow alternative assets. Others still may not allow you to choose between non-alternative investments. … Read More
Most employer retirement plans take the needs of both the employee and the employer into consideration. But what if the employee and employer are one and the same? Self-employed individuals may wonder about their retirement options, and, as with any self-directed investor, may want to put an alternative investment strategy to work for their futures … Read More
You may know about the tax benefits that separate health savings accounts (HSAs) from other self-directed savings vehicles. Are you making the most of those benefits? Let’s examine five tips for HSA holders that investors may want to think about. Ready to open a self-directed HSA? Click here to complete our simple online new account application! Five … Read More
A real estate IRA doesn’t have to hold tangible property. The power of self-directed investing lies in your capacity to put almost any strategy to work for your retirement. There are many “subcategories” in the real estate field—long-term rental properties, fix & flips, land speculation, etc.—all of which your self-directed IRA can hold. Real estate options are other seldom-addressed … 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.
