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Investing in Hawaiian Real Estate - Leased-Fee Interests
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The term Fee Simple property is common in the real estate world. However, in states like Hawaii, Leasehold properties are also very common. What people do not realize, however, is that they can invest in these properties via leased-fee interests. Whether you live in Hawaii or simply want to invest there, this webinar will provide an in depth look at this little known way to invest in Hawaiian real estate. Realtor Kai Brown of Locations Hawaii, LLC, will provide information on this investment, covering case studies of how these assets can help diversify your portfolio. Dan Falardeau of New Direction will discuss how these investments can be made inside of a self-directed retirement account.

A Closer Look at Health Savings Accounts
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Health Savings Accounts (HSAs) are growing in popularity and yet they are frequently misunderstood and often under-utilized. While HSAs have favorable tax advantages, for example, many Americans are unaware of these and are not taking full advantage of them. Join Chris Tanner of New Direction Trust Company and special guest Roy Ramthun, Founder and President of HSA Consulting Services, LLC and learn how to maximize the benefits, retirement and otherwise, that an HSA has to offer.

Tax Considerations for Real Estate Investing Inside an IRA vs. Outside of an IRA
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This webinar provides an overview of the tax tools utilized in IRA real estate investing in contrast to non-IRA real estate investing.

Tax Filings & Tax Forms for Self-Directed Retirement Accounts
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Self-Directed retirement accounts may be responsible for filing tax returns or issuing tax documents like a 1099 or 1098. Join New Direction Trust Company to learn if your self-directed account is following the IRS guidelines for filing returns and issuing the appropriate tax documents. Some key questions we will answer include what is a 990-T, and when should an IRA or 401K be filing one, does my solo 401K need to file a tax return, and if so, what is the return called and when is it due, and does my retirement plan need to issue a 1099 or 1098?

Ask the Tax Expert
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Have a tax question you need answered? This webinar will focus on recent tax updates, discuss the importance of proper tax planning, and offer an opportunity to get your tax questions answered. Peter McFarland of Long Law Group is an attorney who counsels clients on tax planning, real estate law, business entity and asset protection, and estate planning. Peter is also familiar with self-directed IRAs, and the unique tax rules associated with them. Don't forget to bring your tax questions!

 
 
 

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.

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