New Direction IRA to Host Webinar on How to Benefit from an Individual 401(k)

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New Direction IRA will host a live webinar on Dec. 10 entitled "Top 7 Ways to Benefit From a Self-Employed Individual(k) Plan".

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New Direction IRA is offering an Individual 401(k) on Dec. 10

New Direction IRA will host a live webinar on Dec. 10 entitled "Top 7 Ways to Benefit From a Self-Employed Individual(k) Plan," which will examine the benefits of Individual 401(k)s and how they differ from other retirement accounts.

The webinar is open to the public—investors, clients, financial advisors, tax professionals, etc. will all benefit from an in depth look at Individual 401(k)s, Unrelated Debt Financed Income (UDFI) exemptions, checkbook control options and much more.

New Direction IRA CEO Bill Humphrey said the event is intended to help maximize investors’ retirement options and provide financial professionals valuable information they can relay to their clients.

"There are advantages unique to both the IRA and the Individual 401(k) retirement strategy," Humphrey said. "The webinar is intended to illuminate the specific features of 401ks and help participants begin to better manage and grow their assets for retirement."

For instance, Individual 401(k)s have higher annual contribution limits, will not be subjected to UBIT for leveraged real estate investments and provide investors the ability to be the trustee of their accounts by setting up an Individual 401(k).

Individual 401(k)s must be established by the end of 2013 in order for contributions to be made to the account for 2013. Contributions as the employer to an Individual 401(k) for 2013 can be made through the extended deadline of the company’s tax return, either Sept. 15 or Oct. 15. Employee deferrals are typically made per paycheck (unless a self-employed individual does not receive regular paychecks, in which case other filing rules apply.) Cumulatively, this can amount to more than 25 percent of the account holder’s annual compensation.

"IRAs, have generally lower contribution limits and specific deductibility rules which impose some limitations on those working to maximize annual contributions," Humphrey said. The webinar will provide participants the education and tools they need to choose the account type that best fits their or their client’s retirement strategies, Humphrey added.

"If you’re unsure about what account type is best for you or you just want to learn more about self-directed Individual 401(k)s, this is the webinar for you," Humphrey said. "If the webinar does not address your question, you’ll be able to ask it at the end of the presentation or call an IRA expert at New Direction IRA for a full explanation."

To sign up for the webinar, visit:

New Direction IRA, an IRA custodial* and administrative services provider, offers extensive educational resources on its website, Those planning for retirement can check in with an IRA expert via webinar, live workshop or by calling a client representative to discuss your retirement strategy.

For a full list of events or for more information about the upcoming webinar, 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 $640M 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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