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The New Direction Trust Company Blog

5 Common Rental Expenses That Will Reduce Your ...

For almost two decades New Direction Trust Company clients have been supercharging their retirement with real estate. By purchasing real estate through their tax-advantaged account, many have also stumbled across UBIT, or Unrelated Business Income Tax. Not a penalty, UBIT is a tax on any earnings from “leveraged” real estate, a common approach to capitalizing … Read More

Purchasing Equity vs Issuing Debt With Your IRA

Private businesses offer many of the same investment opportunities as large public companies, namely stocks (equity) and bonds (debt) in their capital structure. However, smaller companies, particularly growth-oriented businesses that are long on opportunity but short on strong positive cash flow, may prefer issuance of private shares. Alternatively, others, particularly those with a strong record … Read More

Crowdfunding with IRAs

It would be an understatement to say the financial landscape has changed in the past decade. Businesses accept payments with Square, investors buy stocks through apps while listening to podcasts, and cryptocurrency went from geek niche to cultural phenomena overnight. Alongside these is another monumental shift: crowdfunding. What is crowdfunding? Crowdfunding is a type of … Read More

Investing in Franchises with Your Retirement Plan

When businesses go big, they go everywhere. Popular restaurants, retail, and other consumer goods and service providers often support their expansion strategy through franchising. Capital efficient for entrepreneurs and owners, franchises are also popular with consumers who trust the brand. Franchising could become even more popular soon, as with the opening up of the economy … Read More

Investing in Breweries (and Other Local Busines...

As the COVID-19 recovery continues, aspiring entrepreneurs will certainly spot opportunities in new business ideas and ventures. Many of these will be local and may include your favorite craft beer brewery.  Ready to invest in breweries? Click here to open a self-directed account with NDTCO today!  Private breweries had been popping up prior to the pandemic, and consumers – and beer connoisseurs – are now re-entering the market. To meet demand, … 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.