March 2018 Note from the Principals

It’s hard to believe that March and warmer spring weather are already upon us; here at New Direction’s headquarters, we find ourselves engrossed in pursuit of our lofty 2018 goals! When we think about goals, we often think about our account holders since your success is our primary objective. We at New Direction are proud to be serving those who take charge of their retirement (and HSA) investing. After all, self-directed investing is, among other things, a collaborative effort between account holder and account provider.

We remain committed to maintaining the superior level of customer service that has characterized our company. We stay focused on technological improvements that provide the most secure and comprehensive access possible. We realize that implementation of some of these upgrades may temporarily affect your user experience or require you to adapt to new processes. For your patience in these matters, please accept our thanks.

Coming up on the calendar, of course, is tax day. This is a good time to review your contribution strategy for 2017 and 2018. Six to eight weeks after that, we will be filing 5498s with the IRS. If you have a Fair Market Valuation due, please get that to us as soon as you can. We look forward to staying in contact with you throughout the year.

For more information about self-directed IRA investing or your alternative investment options, or to request assistance with your account, please don’t hesitate to contact our office. And don’t forget to tell your friends about your tax advantaged investing successes!

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