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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

Solo 401(k) Loans: A Versatile Investment Tool

Did you know that 401(k) account owners, including holders of Solo 401(k) plans, can borrow up to $50,000 from their account? This personal loan offers a versatile line of credit, including cash to invest in other opportunities that may not otherwise be accessible within the plan itself. Given the flexibility, 401(k) loans can be an … 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

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

7 Ways You Can Maximize Your Real Estate Return...

Vacation rentals provide a steady stream of revenue for many of its nearly three million hosts, but there’s more to having a successful listing than simply buying a property and posting on the Airbnb platform. A bit of knowledge can go a long way, in this case generating greater revenue by improving your reviews, further enhancing future potential returns.   Here we will explore how you can provide a better experience for your guests by increasing your Airbnb rental value and bolstering your reviews, which … 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.