Bill Humphrey Email & Phone Number

Bill oversees all facets of New Direction Trust Company, formerly New Direction IRA, including accounting operations, education and client services. Bill is recognized in the industry as an expert in self directed IRAs, HSAs and other tax-advantaged accounts, as well as the IRS codes pertaining to these investments. Bill has taught courses on retirement plan investment rules to investors, CPAs and investment professionals through a variety of venues including the University of Denver School of Law. An experienced Certified Public Accountant, Bill has focused on income tax, auditing, tax-related real estate issues and forensic accounting for more than 20 years, which he draws upon in his daily work with clients. Bill’s tax experience has been instrumental in understanding and teaching about IRAs and debt leverage. He is well versed in IRA law and current with all legislation governing tax advantaged plans. Bill has served as a consultant to HSA platform providers, and is a leader in promoting the idea of investing HSA assets long term for medical costs in retirement. He has been involved in real estate investment and has assisted in developing the framework for debt-leveraged IRA real estate investment.Bill received his Bachelor of Science degree in Business from the University of North Carolina, Chapel Hill, with a concentration in accounting and computer science. He rounded out his technical background with graduate study in Finance, Accounting, and Economics at the University of Colorado, Boulder.

Listed skills include Investments, Retirement Planning, Retirement, Tax, and 34 others.