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      New Direction Trust Company

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      Financial Services, Financial Planning Consultants, Retirement Planning Services

      1070 W Century Dr Ste 101, Louisville, CO 80027

      303-546-7930

      CLOSED NOW: 
      Today: 8:30 am - 5:00 pm
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      General Info
      Self-direction is now available to everyone with an IRA, not just the rich and famous. The principals of Entrust New Direction IRA believe that education is the most important ingredient when self-directing into non-traditional investments such as real estate, gold, private placements, LLCs and others. Clients who know and understand the rules will know a good investment when they see one. Entrust New Direction IRA has made client education a top priority through classes, articles, and presentations. True diversification in your retirement investing is just around the corner. Entrust New Direction is regularly examined to ensure compliance with state and federal banking requirements. In addition, Entrust enjoys regular training through the Entrust Operations Academy, an extensive educational program dedicated to providing the most accurate and innovative training and educational curriculum on self-directed IRAs in the industry. Entrust New Direction IRA, Inc is also: Registered as a corporation with the Colorado Secretary of State. Note: We are not required to hold SEC licenses as we do not handle securities nor provide investment advice. Member of the Denver/Boulder area Better Business Bureau and BBB online. A reliability report can be accessed at www.BBBonline.com About Us - Company Principals Bill Humphrey is recognized by professional advisors as an expert in the self-direction of IRAs and other tax-advantaged accounts as well as the associated IRS codes pertaining to these investments. Bill is also an experienced Certified Public Accountant who, over the past 20 years, has specialized in tax-related property issues and forensic accounting. He received his BS in Business from University Hill. Bill's graduate work included a concentration in finance and economics. He knows the ins-and-outs of IRA law and stays current with all legislation governing tax-deferred or tax-free retirement arrangements. Bill has also been a consultant to the HSA Insider, one of the largest clearinghouses of Health Savings Account information on the web. He became involved in real estate investing with his associate, Catherine Wynne, and assisted in developing the framework for debt-leveraged IRA real estate investment. Catherine Wynne is best known as a dynamic speaker and expert on self-directed retirement investing. Her teaching credentials include the University of Denver Law School's Graduate Tax Program, Lorman Education and multiple CE certified courses for real estate brokers and CPAs. She has extensive personal experience as a real estate investor and syndicator and is recognized regionally as an expert in the IRS rules for IRA investment. She is an author of industry articles and courses on the subject of non-traditional IRA investment and has an instructional book currently in the works. She understands that paying attention to the details of investments as well as the IRS rules is what makes self-direction work. Working primarily in client asset acquisition, she is well acquainted with the IRA purchase of a wide variety of assets such as mortgages, notes, real estate, private placements and LLCs. Catherine has a BS in Structural Engineering from the University of Pittsburgh and spent the first part of her career in oil and gas production, later moving into nuclear power plant design with Westinghouse.
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      TollFree: 877-742-1270

      Hours
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      Mon - Fri:
      Categories
      Financial Services, Financial Planning Consultants, Retirement Planning Services, Tax Return Preparation
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      https://ndtco.com/contact-us

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