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real estate with an inherited ira

Investing in Real Estate with an Inherited IRA

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

checkbook ira

Pros and Cons of a Checkbook IRA

A Checkbook IRA is an investment approach that allows the account holder to write checks using the IRA’s cash. The account holder achieves this control by establishing and managing an account-owned entity (often an LLC). This setup allows investors to manage their cash and account assets directly as the LLC/entity manager. Ready to open a … Read More

1031 exchange

Can my IRA Benefit from a 1031 Exchange?

A 1031 exchange allows taxpayers to defer taxable gains on exchanges of like-kind assets, such as property for property. Because IRA earnings already carry tax benefits, retirement account holders rarely need to employ a 1031 exchange. However, some IRAs may earn taxable income (and taxes) when holding assets purchased with debt financing. In this case, … Read More

education savings account

Self-Directed Coverdell Education Savings Accou...

As education costs swell with each new generation, parents may need to think about saving up earlier than ever. Luckily, the Federal government provides some assistance for taxpayers. Ready to open a self-directed ESA? Click here to access our simple ESA Application Packet! There are two main account types that can help parents stay ahead of the … Read More

traditional ira distributions

Traditional IRA Distributions – Exception...

In exchange for the tax advantages offered by Traditional IRA accounts, the IRS enforces rules regarding Traditional IRA distributions. If a Traditional IRA holder takes a distribution before reaching age 59 1/2, they may face a 10% penalty on top of the applicable taxes. However, the IRS offers a few exceptions to this rule. Questions … Read More

reduce ubit

Refinancing Your IRA-Owned Real Estate to Reduc...

Real estate is a common investment choice for self-directed IRA account holders. Investors can translate pre-existing knowledge of the real estate market to their IRA investment strategy. Part of devising a long-term plan for your real estate IRA is understanding how refinancing your IRA-owned real estate can reduce UBIT or unrelated business income tax. Want 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.