877-742-1270 Live Chat NOW Open New Account   myDirection Login
Self Directed IRA
self-directed ira

What is Self Directed IRA?

Events

Fees

IRA Forms

Contact Us
  Superior Technology, Account Expertise, great client Experience!
  New Direction IRA’s Philosophy on Forms
   
  • We recognize that proper paperwork protects your account and tax benefits.
  • We utilize online and electronic technology wherever possible.
  • We only perform actions with your account that you have authorized with a form.
  • You are the decision-maker for your account and the forms that you submit tell us what you want to get done.
  If you have any questions, please CONTACT US via phone, E-MAIL, or LIVE CHAT.

Opening An Account

Funding An Account

Making Changes to Your Account

Account Fees

Account Disclosures

IRS Tax Forms

Valuations

Real Estate

Precious Metals

Loans from IRA

Private Equity

IRA Forms
self directed ira

Self Directed IRA Videos

mydirection self directed IRA client portal
 
STEP ONE
Open Account Online click here
Or
download an application from list below

STEP TWO
Funding Your Account
(select only one from options Below)
STEP THREE
Buy Direction Letter
Opening IRA Account Application
For Traditional, Roth and Beneficiary Accounts

This packet includes everything you need to open an account: account checklist, application, fee schedule and opening fee page.
Opening HSA Account Application
For Health Savings Account

This package includes everything you need to open an HSA: account checklist, application, fee schedule, and opening fee page.

Open Precious Metals Account Application
Purchasing Precious Metals With IRA

This packet includes everything you need to open an account: account checklist, application, fee schedule and opening fee page.

Open Precious Metals - HSA Account Application
Purchasing Precious Metals With HSA Funds

This packet includes everything you need to open a Precious Metals Account with intention of investing your HSA funds: account checklist, application, fee schedule and opening fee page.

When funding your NDIRA account from another IRA, you will perform
EITHER a transfer OR a rollover for those funds BUT NOT BOTH.

Transfer Form
Rollover Form
Contribution Form
Deposit Coupon

Deposit money into your account
with an annual contribution.
Precious Metals BDL
Purchase precious metals with your New Direction IRA account.
Private Equity BDL
Purchase private stock with your New Direction IRA account.
Promissory Note BDL
Purchase a note with your New Direction IRA account.
Real Estate BDL
Purchase real estate with your New Direction IRA account.

 

What Is An IRA What is Self Directed IRA IRA Contribution IRA Distribution Traditional IRA Roth IRA SEP IRA

SIMPLE IRA

401(k)
HSA Coverdell Real Estate in IRA Gold in IRA Loans From IRA Private Equity Stocks In IRA Single Member LLC Self Directed IRA FAQ
Self Directed IRA Help Self Directed IRA Articles Self Directed IRA Self Directed IRA News UBIT / UBTI Self Directed IRA Benefits IRA Forms IRA Blog IRA Education
-© 2014 New Direction IRA Inc. - Privacy Policy | Terms of Use | 877-742-1270

self-directed ira