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Assignment & Change of Vesting of LLC Membership Ownership New Direction IRA, Inc. 1070 W Century Dr Ste 101 Louisville, CO 80027 p: 3035467930 f: 3036655962 Date: 1. Assignor Information: Assignor:
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01
Obtain the necessary forms from New Direction IRA Inc. They can usually be found on their website or obtained by contacting their customer service.
02
Fill out the personal information section, including your name, address, phone number, and email address.
03
Provide your social security number or tax ID number for identification purposes.
04
Indicate the type of account you are opening, whether it is a traditional IRA, Roth IRA, SEP IRA, or another type of retirement account.
05
Specify the investment options you wish to choose for your IRA, such as stocks, bonds, mutual funds, or real estate.
06
Determine the funding source for your account, whether it is a rollover from another retirement account, a contribution from your personal savings, or a transfer from another financial institution.
07
Sign and date the application form, acknowledging that you have read and understood the terms and conditions set forth by New Direction IRA Inc.

Who needs New Direction IRA Inc?

01
Individuals who are looking to take control of their retirement savings and invest in alternative assets such as real estate, precious metals, or private equity.
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Those who want to diversify their retirement portfolio beyond traditional investment options like stocks and bonds.
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Self-employed individuals or small business owners who are interested in setting up a SEP IRA to save for retirement and potentially receive tax benefits.
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Individuals who want to rollover funds from a previous employer's retirement plan, such as a 401(k) or 403(b), into a self-directed IRA.
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Investors who value the flexibility and control that self-directed IRAs offer, allowing them to make their own investment decisions and potentially achieve higher returns.
Note: It is important to consult with a financial advisor or tax professional before making any decisions regarding your retirement savings or opening a new IRA account.
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New Direction IRA, Inc. is a company that offers self-directed retirement account services.
Individuals who have self-directed retirement accounts with New Direction IRA, Inc. are required to file the necessary forms.
To fill out the forms for New Direction IRA, Inc., individuals must provide information about their retirement accounts and any transactions made throughout the year.
The purpose of filing New Direction IRA, Inc. forms is to report the activity and information related to self-directed retirement accounts.
Information such as contributions, distributions, investments, and any other transactions related to the self-directed retirement account.
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