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solo 401(k)s

Better Understanding Solo 401(k)s

A Solo 401(k) can be a powerful tool in a self-directed investor’s tool belt. In terms of tax advantages, Solo 401(k)s offer the same benefits as the well-known employer-sponsored 401(k). However, the account holder must be a self-employed individual with no other employees. Ready to learn more about self-directed investing? Click here to browse and download our … Read More

real estate with a 401(k)

Invest in Real Estate with a 401(k)

Real Estate With A 401(k) A Solo 401(k) operates in a similar manner to that of an employer-sponsored 401(k), except a Solo 401(k) holder would be the sole employee of his or her own business. In this regard, the account holder would simultaneously act as employee and employer when managing his or her Solo 401(k). As … Read More

ira vs. 401(k)

What’s the Difference Between an IRA and ...

What’s the difference between an IRA and a 401(k)? As the marketplace for investment opportunities has evolved, available options for retirement strategies have followed suit. Different combinations of retirement plans, publicly traded securities, and alternative investment options allow investors to adopt a strategy that satisfies their financial goals. However, some may speak of IRAs and 401(k)s interchangeably, … 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.