The Self Directed IRA Company worth knowing…

Who is New Direction IRA?

Self-direction is now available to everyone with an IRA, not just the rich and famous. The principals of New Direction IRA believe that education is the most important ingredient when self-directing your retirement funds into non-traditional investments such as real estate, gold, private placements, LLCs, etc. Clients who know and understand the rules will know a good investment when they see one. New Direction IRA has made client education a top priority through classes, articles, and presentations (online and face-face). Take advantage of all the resources our website has to offer about Self-Directed IRAs and then give us a call to talk with a friendly IRA specialist. True diversification in your retirement investing is just around the corner.

Since 2003, New Direction IRA, Inc. has been a leading provider of Self Directed IRA’s, offering administration for a wide array of assets including precious metals, real estate, private equity, notes, and many more. During that time, we have enjoyed the support of our ever-growing clientele due to exceptional client service, prompt transactions, competitive fees, plentiful educational opportunities, and a deep knowledge of IRA asset acquisition.

Why use New Direction IRA over the ‘other guys’?

“True” Self Direction – At New Direction IRA, your IRA can acquire almost any asset allowed by law. We do not have commission sales people, nor do we, as a company, make money on the assets that you choose for your IRA. We specialize in the administration and bookkeeping for the investments that you choose to make a part of your retirement account. New Direction provides the account and the accounting. The client provides the direction.

Exceptional Knowledge Base – The principals of New Direction IRA, Bill Humphrey and Catherine Wynne are experts in the field of IRS guidelines related to retirement accounts. This means that the client has the maximum flexibility allowed by law when it comes to self-directing their funds. The extremely knowledgeable staff can assist clients with questions about what your IRA can purchase, acquiring a particular asset, and assembling appropriate documentation for investments.

Competitive Fees – As administrators and bookkeepers for self-directed IRAs, New Direction IRA charges fees only when their accounting services are actuated by account movement. This means that fees are easy to understand and disclosed up front.

Prompt Transactions – There is nothing worse than setting up a deal and not having purchase go through because the funding is not on time. The client can rely on prompt transactions with New Direction IRA

Great Education Opportunities – We believe that a client who is familiar with IRA rules and practices is in a superior position when it comes to spotting and moving on investment opportunities for their retirement funds. At New Direction IRA we provide education via live and recorded webinars, workshops, articles, and our constantly updated website.

A + Better Business Bureau Rating – We are dedicated to quality customer service. Our A+ BBB Rating reflects the care and efficiency with which we treat our clients.

Personal Contact – We are a big enough operation to have a lot of experience but small enough that you can call in to a specific person. When you call our office, you can direct your call to a particular person’s extension or you can ask for the appropriate department to address your needs. And, if you are in Colorado, you are welcome to make an appointment to come in to the office.

Safe Cash Position – With New Direction IRA, any funds in your IRA that are not currently tied up in a particular asset are safe in an FDIC insured account awaiting your direction.

New Direction IRA Company Principals

Bill Humphrey is recognized by professional advisers as an expert in the self-direction of IRAs and other tax-advantaged accounts as well as the IRS codes pertaining to these investments. Bill is also an experienced Certified Public Accountant who, over the past 20 years, has specialized in tax-related property issues and forensic accounting. He received his BS in Business from the University of North Carolina, Chapel Hill. Bill’s graduate work included a concentration in finance and economics. He knows the ins-and-outs of IRA law and stays current with all legislation governing tax-deferred or tax-free retirement arrangements. Bill has also been a consultant to the HSA Insider, one of the largest clearinghouses of Health Savings Account information on the web. He became involved in real estate investing with his associate, Catherine Wynne, and assisted in developing the framework for debt-leveraged IRA real estate investment.

Catherine Wynne is best known as a dynamic speaker and expert on self-directed retirement investing. Her teaching credentials include the University of Denver Law School’s Graduate Tax Program, Lorman Education, and multiple CE certified courses for real estate brokers and CPAs. She has extensive personal experience as a real estate investor and syndicator and is recognized regionally as an expert in the IRS rules for IRA investment. She is an author of industry articles and courses on the subject of non-traditional IRA investment and has an instructional book currently in the works. She understands that paying attention to the details of investments as well as the IRS rules is what makes self-direction work. Working primarily in client asset acquisition, she is well acquainted with the IRA purchase of a wide variety of assets such as mortgages, notes, real estate, private placements and LLCs. Catherine has a BS in Structural Engineering from the University of Pittsburgh and spent the first part of her career in oil and gas production, later moving into nuclear power plant design with Westinghouse.

Our Custodian – First Trust Company of Onaga (FTCO)

For over 30 years account holders have trusted First Trust Company of Onaga (FTCO) as their custodian of Self-Directed Custodial Accounts. FTCO serves as custodian for over 80,000 accounts with a market value in excess of $7 billion. FTCO works extensively with IRA Administrators to provide superior service for Individual Retirement Accounts, Health Savings Accounts and Educational Savings Accounts.

FTCO acts only as custodian –a non-discretionary role that is merely custodial and/or administrative in nature. The account holder or his/her authorized representative must direct all investment transactions and choose the investments for the Account. FTCO has no responsibility or involvement in selecting or evaluating any investment. It does not offer any investment, legal or tax advice or guarantee, endorse, accredit, certify or back any investment.