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Events

Private Equity with Your IRA
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Have you considered investing in a private company with your IRA, but weren’t sure it was right for you? Join us for this introductory webinar on private placements purchased with tax deferred dollars, as well as the associated tax advantages. All businesses start out small at some point, but some go on to be pillars of the American Business Landscape like HP, Disney, IBM and GE. With the information in this interactive webinar, you can learn the basics of investing your retirement funds into the next potential big thing!

Using Your Investment Property as a Vacation Rental - Airbnb and More
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So, you've decided to purchase a rental property. Now what? Join Kim and Leslie Hebron of Colorado Craft Brokers to learn about investing in properties that can be utilized as vacation rentals through online marketplaces like Airbnb. In this webinar, you will learn how to identify an investment, creative ways to finance your purchase, and ways to manage the property for maximum return. Chris Tanner of New Direction Trust Company will provide information on how these types of investments work using self-directed retirement funds.

Leveraging Buy & Hold Investments To Meet Your Retirement Goals
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Chris Tanner of New Direction Trust Company will be taking part in a half-day workshop on leveraging buy and hold investments. He will discuss how to leverage a self-directed IRA to purchase real estate, while members from Denver's Atlas Real Estate will be discussing finding properties and how the property management side affects the process. This event is being hosted by ICOR. Registration is available here. Use coupon code NDTFREE to waive the workshop fee.

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.

 
 
 

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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