September 2017 Note From the Principals

Dear Fellow IRA Investors,

We are IRA investors just like you. A long time ago, we sought a way to combine the tax advantages of IRAs, 401(k)s, and HSAs with our passion and expertise. We founded New Direction IRA to give our clients the opportunity to do the same. When our clients transfer their stock-based IRAs to self-directed accounts with us, they are often surprised to learn that we simply accept investment instructions without pushing for commissions or trying to dissuade them. Many IRA providers sell investments in addition to performing their required custodial duties. New Direction IRA does not sell investments; instead, we are here to listen, educate, and allocate your tax-advantaged dollars toward the investments of your choosing.

We encourage all investors (and their financial teams) to examine their current portfolios and think about the better returns, greater stability, and enhanced control available through self-directed investing. It has certainly been gratifying to see increased access to opportunities for mainstream investors, particularly with the proliferation of online platforms and the adoption of Reg. CF and Reg. A+ of the JOBS Act. These innovations have exposed individuals to a myriad of assets that had previously been available to high net worth investors only. At New Direction IRA, we are consistently developing services and technology that work in concert with the issuers of in-demand investments to meet the needs of our account holders.

Think outside the box when considering your next investment. If there is an asset you want in your IRA, our job, to the extent that it is feasible and allowable, is to help you make that happen. Remember that your agenda is our top priority; if the IRS permits it, we will do everything in our power to help put your desired investments to work.

Bill Humphrey & Catherine Wynne

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