Broker Doesn’t Want Your “Nonstandard Shares”? Transfer To Investment Freedom.

Your Broker Dropped the Ball.

Move your existing Private Shares today!

This is a blessing in disguise. New Direction IRA specializes in making game-saving catches so your investment remains tax-deferred or tax-free. If you want to make your own investment decisions, you’ve come to the right place. We won’t tell you what to invest in, we’ll just make sure you know the rules.

This may be the best thing that ever happened to your retirement account.

Now you can choose to transfer to a truly self-directed IRA custodian, where your retirement account can invest in:

Private Stock
Public Stock
Real Estate
Real Precious Metals
Notes & More…

The possibilities are limited only by the investor.

Why New Direction IRA?

Accessibility: Our personal attention is cited as the #1 reason our clients recommend us. Customer Service defines our success.

Expertise: We have been educating clients and potential clients for free since we opened our doors. Self-directed investing demands that you know what you’re doing and we want to help.

Diligence: We are not an assembly line. We spend more time with our clients than anyone in the industry. We want you to invest in what you know, but also know about your investments.

Q: How do I transfer funds from my Brokerage account to my New Direction IRA Account?

1) Fill out our Transfer Form (Note: You do not have to liquidate private stock)

2) Sit back and relax while we do the work.

The transfer usually takes 7-10 business days. Transfers are not reportable, taxable or penalized.

About self-directed IRAs

Self-direction of retirement investments is the future. The time of turning our money over to someone else to invest is over.

It has always been possible to purchase real estate, private stock, LLCs, promissory notes and other alternative investments with an IRA or 401k. What has not been easy up until now is finding a custodian/administrator who was willing to allow this type of investment. That is what we do. Entrust New Direction IRA will allow you to select your the investment and fund the purchase though your IRA or Qualified Plan.

Entrust New Direction offers the best education on Self-Direction and retirement plans and it’s available free on the web. Why? Because we want to be your administrator.

Ready to get started? Download an application and get started in minutes!