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Inherited IRAs
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Inherited IRAs are often something we don’t want to think about, but odds are you or a close family member will be inheriting an IRA in your lifetime. There are currently 10s of trillions of dollars residing in US retirement accounts, and roughly 2/3 of that money belongs to people aged 55 and up. There will be an unprecedented transfer of wealth over the next 30 years, and if you happen to be the recipient of an inherited account, it’s very important that you understand and follow the IRS rules regarding these types of accounts. Attendees will also learn about the Secure Act - new legislation affecting Inherited IRAs.

Speed, Accuracy, and Partnering Can Provide a Competitive Advantage for the Self-Directed Real Estate Investor
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Real estate investing can be competitive. Sometimes, it is important to act quickly and to have the ability to close quickly. Join Chris Tanner of New Direction Trust Company as he explores ways for the self-directed IRA investor to not only compete with other real estate investors, but to actually stand out to the seller. In this webinar the concepts of partnering, all cash offers, and best entity structure will be discussed.

 
 
 

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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