News #3

Our office will be closed on Monday, November 11th, in observance of Veterans Day. We will reopen on Tuesday, November 12th.

News #3

Resources

The New Direction Trust Company Blog

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To Convert or Not: When do Roth Conversions Mak...

Beginning in 1998, the tax code allowed for a new type of retirement account called a Roth IRA. Senator Henry Roth proposed a new type of retirement account that would allow a taxpayer to pay income tax before making a retirement plan contribution, and in return the account could not only grow tax free (both … Read More

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How to Fund Your Self-Directed IRA

The basics of investing are by now familiar to most – Keep your money where it has the potential to earn the greatest returns, appropriate to your goals, risk tolerance, and financial situation. Self-directed investing with an IRA or Health Savings Account (HSA) is no different. Beyond the basics of investing, however, these accounts also enjoy considerable … Read More

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Private Lending with your IRA

You’re likely familiar with the concept of taking out a loan, but did you know you can invest in private lending and hold promissory notes with your retirement account? While you cannot borrow money from your own IRA, just about any other non-disqualified person or business can. A loan from your tax-advantaged plan is no … Read More

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