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IRA Videos

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Duration: 00:19:17

401(k) Isn’t an IRA

401(k) plans and IRAs are often regarded interchangeably within the spectrum of “retirement plans”, but there are important distinctions between these account types. 401(k)’s feature many of the same tax benefits, but they also provide additional opportunities that many retirement investors aren’t aware of. This video will illustrate these key differences and show why individual 401(k) plans are viable—and often preferred—self-directed investment vehicles.

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Duration: 00:10:39

Asset TV - Bill Humphrey

Bill Humphrey, Co-Founder and CEO of New Direction IRA discusses self-directed accounts, alternative assets, and investment technology.

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Duration: 00:15:36

Be the Bank: Lending with your IRA

Real estate investing in Individual Retirement Accounts will be the focus of a friendly, live Web event, open to all, as New Direction IRA sheds light on a safe and potentially high-yielding alternative to the roller coaster ride of financial markets. The basics of becoming your own investment bank using your IRA or 401k savings will be discussed including the IRS rules governing tax savings related to such investments. This presentation is perfect for those who are considering hard money lending as an alternative retirement plan investment and want to learn the basics to decide if it is the right investment for their plan.

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Duration: 00:47:31

Build Wealth Through Health with an HSA

Reduce your health care costs with a Health Savings Account. While most HSAs provide only savings or money market accounts, limiting what your HSA can earn, a self-directed HSA can earn more by investing in precious metals, real estate, mortgages, limited partnerships, mutual funds and more. Register for this webinar to learn the basic of HSAs and who qualifies for them, what medical expenses you can use your HSA for, what investment choices are available with a self-directed HSA, and how to maximize the benefits of an HSA.

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Duration: 00:23:35

Contribution Considerations

Learn about the key considerations for contributions in all of your tax-advantaged accounts.

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Duration: 00:41:42

Creative Account Strategies

Tax advantaged accounts like IRAs, HSAs, and Solo 401(k)s can be a major part of your overall financial strategy. Join us for a 40 minute webinar that describes some of the most effective uses of these accounts. We will discuss topics like cash flow to cover Required Minimum Distributions after 70 ½, distributing your IRA’s beach house to yourself after 59 ½, traditional to roth conversions, which retirement accounts can be rolled over into other accounts, generational wealth issues, and long term investments for health care expenses. Bring your imagination and any questions that you might have!

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Duration: 00:25:24

Foundations of Self Directed IRAs

Back to the Basics! Why IRAs are powerful financial tools / Traditional and Roth tax advantages / The full scope of what your IRA can invest in

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Duration: 00:17:09

Intro to myDirection®

Want to know more about utilizing your myDirection® portal? Join here to learn about paying bills, submitting documents, making contributions, and much more!

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Duration: 00:37:41

Intro to Real Estate

It is not uncommon to be unaware that your retirement can be utilized to invest in real estate. Learn how IRAs and 401(k)s can participate in rental properties, fix and flips and others as well as understanding financing, IRS rules, partnerships and more.

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Duration: 00:35:41

Introduction to Checkbook IRAs

A complete picture of “checkbook” control in an IRA: What is checkbook control? / Do I need it? Do I want it? / IRS and legal considerations

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Duration: 00:16:34

Introduction to Private Equity IRA Investing

Investors should know there are many opportunities outside of the stock market that can help diversify your retirement holdings. This introductory presentation covers the key concepts of using your IRA or 401k to purchase stock in a private company. From start-ups launching a new business to developed companies looking to finance their growth, retirement accounts are becoming a significant source of funding for these types of investments. Let us show you how to buy private stock and maintain the tax advantages of your existing retirement account.

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Duration: 00:38:48

Introduction To Self Directed IRA Investing Invest in What You Know

If you’re just getting familiar with self-directed retirement investing, this is a great video to get started. Learn the fundamental IRS rules surrounding disqualified persons, prohibited transactions, and partnering options. Launch into an overview of the most common alternative investments including: real estate, precious metals, private equity, private lending and more.

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Duration: 00:00:28

myDirection® Online Account Access

IRA providers' systems of service play a huge role in the amount of time and effort account holders must allocate to manage their IRA real estate investments. Investors can benefit from choosing an IRA provider that hosts technological convenience tools that eliminate paper processes and save both time and money. At New Direction IRA, we are committed to developing and adopting technology that makes IRA investing easier for the investor.

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Duration: 00:40:40

Owning Precious Metals In Your IRA or 401K

Learn how investing in precious metals such as gold, silver, platinum and palladium with a self directed IRA/401(k) can be part of a sound plan to diversify your retirement portfolio. Owning gold and silver in an IRA is a viable investment option which has become increasingly popular among those who are seeking alternate investment opportunities outside the stock market. It is also a much quicker and easier process than many IRA holders realize. This brief 30-minute presentation will discuss IRS rules for precious metals investments, eligible metals and coins, as well as the basic steps on how to open, fund and invest in a precious metals retirement account with New Direction IRA.

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Duration: 00:20:31

The Role of Traditional to Roth Conversions

Conversion rules are very open at the moment. This webinar helps answer the question "What should I be thinking about in terms of Traditional versus Roth?"

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Duration: 00:18:21

Tips For Research and Due Diligence

While risk-free retirement investments do not exist, upfront investigation can help investors uncover and minimize investment risks. Are you investigating your self-directed IRA investment opportunities as thoroughly as you should? This webinar teaches you the valuable techniques for analyzing investments before you buy.

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Duration: 00:21:14

Top 10 List For Self-Directed IRA Investments

5 Asset classes and 5 ownership structures that are key to your IRA investing.

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Duration: 00:13:56

UBIT from UBTI

When an IRA invests in an ongoing business that is not housed in a C-corp. (i.e. paying business tax at the corporate level), it may need to pay UBIT on profits. Find out more with this review of UBIT due on Unrelated Business Taxable Income (UBTI).

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Duration: 00:22:07

UBIT from UDFI

Having your IRA use debt leverage to extend its buying power is a popular and powerful strategy. Don’t forget that using debt may generate UDFI on which your IRA would owe UBIT. Get familiar with this today.

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Duration: 00:32:43

UBIT Its A Good Thing

Many people have heard about Unrelated Business Income Tax (UBIT) but few truly understand how it can apply to a retirement account. It is true that IRAs sometimes pay tax, but don’t let that scare you from using your retirement account to its fullest potential. This presentation, sponsored by IRA Tax Services, defines when UBIT applies, not to estimate cost and strategies to avoid it altogether.

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