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Investing in Precious Metals with a Self-Directed IRA
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Did you know your IRA can own gold, silver, platinum and palladium? This webinar will discuss the purchase process, depository storage and what types of accounts can be used to invest. Join us to learn how to add a sparkle to your retirement, while securing your financial future.

Investing in Assisted Living Residences
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The American population is aging, and the need for assisted living is growing as a result. Learn about three possible investment strategies that center around this opportunity. Join Jim Flint from A Better Way Realty, and Chris Tanner with New Direction Trust Company and learn the pros and cons of this type of investment.

Opportunity Zones for IRA Investors
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Qualified Opportunity Funds (QOFs) are being offered at increasing levels as a result of legislation in the Tax Cuts and Jobs Act of 2017 (“TCJA”). Through these funds, investors have the opportunity to achieve the “double bottom line” benefits of attractive returns and socially responsible investing. Although the legislation provides for tax-advantaged treatment of capital gains invested into these funds, other tax-advantaged sources can be invested as well, including Traditional IRA, Roth IRA, and 401(k) accounts. Alan Johnson of New Direction Trust Company will provide an overview of the various tax implications that should be considered when assessing the potential after-tax returns of a QOF. There will be ample time for Q&A at the end of the webinar, so be sure to get a front-row seat!

Foundations of Self-Directed IRAs
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This informal webinar will cover IRA basics and the many advantages of a self-directed IRA. Learn how you can benefit from alternative assets such as real estate, precious metals, hard money lending, etc. Take the first step to controlling your retirement!

Opportunity Zones for QOF Sponsors
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Do you sponsor or manage Qualified Opportunity Funds? If so, you’re well aware of the tax benefits for investors when they invest in your fund using capital gains. But did you know that other tax-advantaged sources of funds, such as IRA accounts, could potentially provide even greater tax advantages for your investors? This webinar will address key tax implications to be considered when determining expected returns net of taxes. You will also get a preview of an NDTCO-created workbook model that allows QOF sponsors to develop a simple, concrete presentation of tax consequences, specific to their fund, for prospective investors and financial advisors. Time will be set aside at the end of the webinar to discuss any questions you may have.

Building Wealth Through Health with an HSA
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What if you could tackle healthcare expenses through the same alternative investment options as your IRA or 401(k)? Self-directed Health Savings Accounts (HSAs) continue to gain traction as tax-advantaged vehicles for alleviating the stress of paying for inevitable medical expenses. Join us for this FREE webinar to learn about qualifying for an HSA and identifying qualified medical expenses.

Opportunity Zones for RIAs
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Do you assist your clients in evaluating the suitability of alternative investments in their portfolios? Have you been asked about investing in Opportunity Zones? Many RIAs are engaging their clients in discussions such as this. Yet evaluating the potential tax advantages and implications of such an investment is far from straightforward. Attend this webinar to learn about the various taxes to be considered when evaluating expected returns net of taxes. We will present and discuss a simple workbook model that advisors, in conjunction with investment sponsors, can develop and utilize to help determine the suitability of Opportunity Zone investments for your clients. There will be ample time at the end of the webinar to discuss questions submitted by attendees.

Debt Leveraged Real Estate
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Did you know your IRA can get a mortgage loan? Join us live to learn how to maximize your purchasing power by using debt leverage in real estate IRA investing. We’ll teach you how IRA financing works, a bit about loan eligibility, how to find lenders, and how using leverage may affect your returns.

 
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