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  • What CFPs need to know before their clients start a self directed IRA
    Apr 1, 2013 - Alternative Assets, Checkbook Control, Gold IRA, New Direction IRA, Self-Direction
    Self directed IRAs allow control of one's retirement investments. Clients can benefit from self directed IRAs by reducing their taxes while enhancing their asset protection and estate planning. With this insight, your clients can unlock their own investment expertise, making tax-free or tax-deferred investments in assets they may know and understand personally....
  • New Direction CEO Bill Humphrey teaches self directed IRAs to financial professionals via webinar
    March 4, 2013 - New Direction IRA, Real Estate, Retirement Planning, Self-Direction
    New Direction IRA CEO Bill Humphrey taught dozens of financial professionals about the opportunities and fundamentals of self directed IRAs via webinar last month. The webinar, held February 20th, was sponsored by the National Association of Personal Finance Advisors (NAPFA) as part of their educational programs directed towards members and non-members...
  • Fear as Motivator – Retirement Investment Preparedness and Paralysis
    July 27, 2009 - Uncategorized
    The Employee Benefits Research Institutes's 2009 Retirement Confidence Survey could be called the 2009 Retirement Crippling Fear Survey.  Those surveyed who voiced confidence in a comfortable retirement dropped to 13%, the lowest in 16 years of surveys.  72% of people plan to work after retirement, which is essentially not retiring. ...
  • 6 Reasons You Should Fire Your Broker, If You Still Have One
    April 24, 2009 - Brokerage Accounts
    The Atlantic Monthly's Jeffrey Goldberg wrote an article this month exploring his options as a small-time retirement investor, "Why I Fired My Broker". He fired his broker, it turns out, because his broker never called him back. Fine reason, if you ask me.

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