New Direction IRA continues IRA education initiative in Arizona

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New Direction IRA CEO Bill Humphrey gave a free presentation to real estate professionals and investors about self-directed IRA investments in real estate assets in Peoria, Arizona on Friday, Oct. 25.

New Direction IRA CEO Bill Humphrey gave a free presentation to real estate professionals and investors about self-directed IRA investments in real estate assets in Peoria, Arizona on Friday, Oct. 25.

The event was a follow-up to Humphrey’s presentation to financial professionals earlier this year in Phoenix. Humphrey said New Direction IRA is privileged to work with and educate different professional groups and is dedicated to serving Phoenix financial, real estate and accounting professionals.

The class focused on the tenets of investing in real estate with an IRA and included in-depth discussions of tax concepts, account strategies, key IRS rules and more.

New Direction IRA, an IRA custodial* and administrative services provider, is committed to educating real estate professionals and investors about the options that retirement savings accounts present, Humphrey said.

“Education is part of how we serve our clients,” Humphrey said. “Our goal is to activate retirement account funds and make them available for real estate investment, while making real estate investment efficient for brokers and investors. We achieve that through extensive educational courses as well as providing reliable and fast transactions for our clients.”

New Direction IRA offers several technological and service functions that expedite real estate transactions. This includes allowing clients to open accounts online, free online bill pay for IRA-owned properties, assigned client representatives and access to real estate IRA experts and more.

“When both the account holder and the real estate professional understand the process, the transaction becomes much easier,” Humphrey said. “That is why it is important for us to focus on reaching out to investor and professional groups like the one in Peoria to teach the specifics of real estate and alternative asset investments with IRAs.”

“We think this gives investors the tools they need to take control of their retirement accounts,” Humphrey added.

New Direction IRA holds retirement account investment webinars every month as well as live in-house workshops in Louisville, Colorado.

For a full list of events or for more information about New Direction IRA and their precious metals investment process, visit

New Direction IRA is a trusted provider of investor education and record keeping services for self-directed IRA and precious metals IRA holders. Since its inception in 2003, New Direction IRA has been at the forefront of the self-directed retirement investment market. The company enables individual investors to take control of and diversify their tax-advantaged retirement funds using alternative asset opportunities such as real estate, precious metals, LLCs, notes and lending, and more. Headquartered in Louisville, Colorado, New Direction IRA administers more than $675M in assets on behalf of over 8,300 account holders. Visit the website at

DISCLAIMER: New Direction IRA, Inc. does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought. CIRCULAR 230 NOTICE: As required by U.S. Treasury rules, we inform you that if any Federal tax advice is contained in this email, including attachments (in spite of our best efforts not to provide any tax advice), it is not intended or written to be used, and cannot be used, by any person (1) for the purpose of avoiding any penalties that may be imposed by the Internal Revenue Service, or (2) to promote, market, or recommend to another party any matter addressed herein.

*New Direction is a trusted provider of Custodial and Administrative services for traditional and Roth IRAs, HSAs, and other tax advantaged plans. Physical custody and administrative oversight is provided by First Trust Company of Onaga, in Kansas. Regulatory account oversight comes from the Office of the State Bank Commissioner of Kansas.

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Matt Cortina
New Direction IRA
+1 303-546-7930 Ext: 147
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