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The New Direction Trust Company Blog

Small Business SEP IRA

What is a Self-Directed SEP IRA? And 4 Other Pr...

As the contribution deadline for those employers who have filed an extension is on October 15, we are addressing a few frequently asked questions to help you determine if a Simplified Employee Pension (SEP) Individual Retirement Account (IRA), better known as the SEP IRA, is right for you.    What is a Self-Directed SEP IRA?  According to the IRS, … Read More

Should Self-Employed Investors Have a Solo 401(...

Self-directed investing enables you to build the portfolio of your choosing with assets you believe in. Often investors hold more than one retirement account, and a combination of a Solo 401(k) and a Roth IRA might be particularly well suited to individual business owners.  Want to open a new self-directed account to supplement your existing strategy? Click here to open a new account in a matter … Read More

The Five-Year Rule and the Case for Multiple Ro...

The Roth IRA is a remarkable retirement-planning tool, as investors can avoid taxes on investment earnings by following certain rules. With a self-directed Roth IRA, those earnings can come from alternative investments in real estate, private lending, private equity, or almost any other strategy of your choosing.  Ready to open a Roth IRA? Click here to open a new self-directed … Read More

should i have two iras

Could It Make Sense to Have Both a Traditional ...

Today’s retirement investors have a broad variety of account and investment options. Some may browse their retirement plan options and assume that it would make sense to hold only one account. For example, when comparing Traditional IRAs to Roth IRAs, you may feel inclined to choose only one. But could it make sense to hold … Read More

five-year rule

The Five-Year Rule for Roth IRA Withdrawals

If you’re one of many investors with or considering a Roth IRA, it’s important to understand the “five-year rule” works. Below is a short explanation of how the rule affects your IRA distributions. Are you ready to open a new Roth IRA? Complete our easy online new account application in a matter of minutes! What is the Five-Year … Read More

alternative investments in a roth ira

Holding Alternative Investments in a Roth IRA

People assume retirement investments must be exchange-traded stocks, bonds, and mutual funds. Stock market volatility frequently intimidates retirement investors to the point that they simply do nothing and forego crucial retirement planning. Roth IRA account owners will be pleased to know there is an entire spectrum of alternative investments unrelated to the stock market available to them. … 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.