Have you heard the news? New Direction IRA is going National!

As of January 1, 2012, Entrust New Direction IRA has become simply “New Direction IRA, Inc.” by virtue of the mutual dissolution of the franchise system by us and The Entrust Group. Although our name is changing, our business model remains on the same firm footing. The custodian that holds our IRA assets in trust, First Trust of Onaga (FTCO), will remain the same. Cash assets will continue to be FDIC insured. Each retirement account will continue to be administered with the integrity and attention that you have come to expect from us. Over the last few years, the franchise model of The Entrust Group has limited our ability to efficiently handle mandatory financial reporting requirements. One of the great benefits of this change will be New Direction’s ability to report directly to the custodian of our accounts rather than routing paperwork through The Entrust Group. Reporting directly to FTCO will allow enhanced communication for our reporting and facilitate FTCO’s more direct oversight. The New Direction staff that you have worked with over the past years is and will remain the same group dedicated to providing you access to the investments of your choice.

This year, as in every year since 2003, New Direction’s growth has surpassed all previous records. We continue our mission of education and enlightenment: explaining the rules and nuances of self-directing IRAs as well as opening the doors to non-traditional investing for a revitalized retirement future. Furthermore, now that we are no longer associated with a certain territory, New Direction is free to provide service and education to the entire country without impediment. The independence gained from this move will also allow our business to be more flexible and creative when pursuing its educational mission.

An additional benefit of this change is the opportunity to enhance our client information systems. Over the next few months, we will be implementing several innovative upgrades to our trust accounting system, website, and client web-based interfaces. These upgrades will greatly improve our client experience, communication, and transaction processing efficiency to make your interaction with us as smooth as possible. For example, you may have noticed our new client portal. The software supporting this access will enable our clients to be significantly more informed about their account than in the past.

New Direction IRA has created a more convenient and efficient business by combining its exceptional expertise and customer service with new efficiencies to make self-directed IRAs more accessible than ever. Because much of our business comes from referrals, we would like to extend our thanks to you for telling others about us. Please accept our sincere best wishes for a happy, healthy and prosperous 2012.

Sincerely,

Catherine Wynne & Bill Humphrey