Invest Your Self Directed HSA in What YOU Know

Self-direction of tax-free or deferred plan investments means that you decide on the investments you wish to make in your plan. This means that you have complete control over what your plan buys subject only to the IRS rules.  The investment section of your plan specifies what types of investments are permitted and under what circumstances.  Truly self-directed plans have investment language which permits you to direct the trustee or custodian of your HSA plan to make any investment permitted by law, and/or the trustee or custodian is able to make on behalf of your plan. The trust and plan documents will also indicate that there are transactions which are prohibited and in the case of HSAs, those collectibles which are not permitted.
 
The tax laws affecting HSAs can be confusing and complicated. Depending upon your financial situation, your future goals, and whether you might have an employee-sponsored plan available, you will need to choose between several alternatives. Our recommendation is that you study your position carefully and confer with your tax advisor or financial planner on the best course for you.  Once you decide on the right plans for you, New Direction is here to give you the flexibility of controlling your retirement funds today and soon, the ability to self-direct your HSA.
 
Entrust New Direction, IRA, Inc. provides self-directed HSA services for investors who wish to control their own investment decisions for their HSAs as well as their IRAs, Qualified plans, and Educational Savings Accounts (ESAs).   We consider self-direction an ideal option for those who view their HSA plan as an aggressive investment fund and are anxious to be able to provide these investment opportunities. 

Our Tax-Free Savings Plan helps savers maximize the tax-free power of their HSA.  For more information click on "Tax-Free Savings" at the left.

This independent administration firm neither limits investment choices nor gives investment advice. Clients receive informed encouragement and support while remaining secure in the knowledge that New Direction will ensure the maintenance of each account's tax deferred or tax free status.

If you are not familiar with our company and your first contact with us is online: We would be pleased to hear from you! Please let us know what your needs and questions are, we will be more than happy to help.

Please refer to our IRA/Qualified Plan site:  www.NewDirectionIRA.com  for information on Self-Direction of your retirement accounts.

Please use the following form to contact us for addtional information, please put your home state instead of "Country".

Entrust New Direction IRA is now accepting applications for new  HSA accounts.  Please go Here for the forms page.  Note this will open a new web page.  

Please note that  IRS Notice 2004-25 allows you to make contributions to your HSA retroactively to January 1, 2004 or to the date you were covered by a HDHP, whichever is later.   To ensure you eligibility to open a HSA you must first establish health coverage under a HDHP.