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Address 1300 Plaza Court North Ste. 103
Lafayette, CO 80026

 

Phone Number 303-546-7930
Fax Number 303-665-5962
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Entrust New Direction IRA, Inc.

Announcements

The Entrust Group Announces That All Non-Invested Cash In Entrust Self Directed Retirement Accounts Are FDIC Insured  Read the full story now.

Entrust New Direction IRA is proud to announce self-directed account funds totaling over $200 Million!

Catherine Wynne, President, reports that Entrust New Direction’s 2600 clients are using their self-directed IRAs to purchase many kinds of real estate, business franchises and pre-IPO shares as well as the more standard retirement fund fare of stocks, bonds and mutual funds. Many of these clients are also leveraging their IRA funds to purchase real estate. Entrust New Direction announced another milestone July 12, 2007, with $10 million in IRA loans. “Thanks to several national and local banks offering real estate IRA loans, people are able to buy a lot more than they thought they could.”

 

Although the average account is approximately $75,000, self-directed retirement accounts are not just for millionaires. “Some clients have as little as a few thousand dollars in their accounts, and they’ve found investment opportunities. It’s more about what the client invests in than how much they have to invest,” explains Wynne. “We always tell our clients to invest in what you know.”

 

Entrust New Direction has been steadily growing, announcing $175 million in self-directed funds on November 16, 2007 and $150 in June, 2007.

 

 

Invest in What You Know

Retirement accounts provide the opportunity to save money for the future in a tax-free or tax-deferred environment. However, a self-directed retirement account allows the investor to benefit in a variety of alternative investment opportunities with the potential to earn even more.

Retirement plans for individuals come in all shapes and sizes. The most popular include Self-Directed Traditional Individual Retirement Accounts (IRAs) and Self-Directed Roth IRAs. For small businesses, Self-Directed 401(k)s, Self-Directed SEP IRAs and Self-Directed SIMPLE IRAs are common.


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Our Mission Our Message

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.

Our Expertise

 

My IRA was able to purchase leveraged real estate by using administration services provided by Entrust New Direction IRA, Inc. I have also assisted my clients in putting together private placement investments for use by their IRA accounts and found New Direction to be helpful and responsive to my needs and the needs of my clients.
Richard Bland, Attorney, Bland Law Offices, Lafayette Colorado

Our Fearless Leaders

 


Bill Humphrey

Bill 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 the University of North Carolina, Chapel 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

Catherine 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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