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Client Testimonials

New Direction has been absolutely awesome

Someone mentioned at a dinner party that they had a friend who was considering purchasing a second home using their IRA. I "Googled" IRA to purchase real estate and found NDTCO. New Direction has been absolutely awesome. Tina and Amber have been the "dream team" for me. Tina really went out of her way to help get this account set up so that I could close on my Beach House in a time frame that was suitable to the seller. Amber has been great as well. She has been convenient any time I needed help or had questions and has been professional the whole time. I have already talked to some of my friends about them using their IRA's like I did. Thanks New Direction!

B. S, LA

Knowledgeable about complicated real estate transactions

Three years ago, I was looking for a self directed IRA where I could take advantage of some good real estate investments. I went online and found only a few that interested me. After discussing accounts with those who offered to administer real estate transactions, I chose NDTCO. Their program was simple to learn, their people are knowledgeable about complicated real estate transactions, and are timely in processing the transactions. I would refer anyone to use NDTCO for a self directed IRA.

M. H, IN

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New Direction Trust Company Client -M.A

New Direction Trust Company Client - J.P.

I Liked the Simplicity New Direction Offered and the Fee Structure!

I have worked with New Direction Trust Company for more than two years. I initially moved my IRA funds into a self directed account after learning about it at a local real estate investment club meeting. I had been looking for an alternative to the low cost mutual funds and ETF's that I had been investing in and that were becoming increasingly risky in my view.

I also felt that because I had some expertise in the field of real estate it made sense to open up my IRA to potential real estate investing opportunities as a way to increase my future holdings for retirement. My actual plan evolved into buying many investment properties (both residential and commercial), and buying the properties using leverage as well.

My target date to be "financially independent" is 2019 when I will be 55 years old. Over the past two years I have been able to average well over 25% per year return, including the monthly cash flows from the rental properties as well as appreciation, which is overlooked by many investors. Once I have paid the properties off, my returns should be consistently greater than 30% based on my historical numbers.

When I do start taking distributions, I intend to draw only from the positive monthly cash flows that the rental properties throw off while the actual properties themselves will hopefully continue to appreciate over time, continuing to grow tax deferred within my self directed IRA.

Finally, I would say that prior to setting up my self directed IRA with New Direction, I had researched more than 10+ other firms offering a similar product. I liked the simplicity New Direction offered and the fee structure. New Direction's fees are very reasonable in my view and fit well within my overall strategy of accumulating real estate investment properties within my IRA.

T. A, DC

The staff really took the time

My experience with New Direction Trust Company has been great! They have been very helpful to me, explaining the process and details of how to invest using an self directed IRA. The staff really took the time with me and I am happy with their service in every way. I say "Get with the times and take control of your retirement investments!"

M. T, HI

Thank You

The last two years Clay Malcolm has taught a powerful 4 hour Continuing Education course at our Board of Realtors. I'm amazed at how he commands the attention of the audience with the knowledge he shares on the ability to use retirement accounts to invest in real estate. Over the last 18 years I've either represented clients or invested as an individual with Self Directed IRA accounts so this isn't new to me, but to so many Realtors attending the class it is an eye opening experience. They are given an opportunity to further help their investors or take steps to control their own retirement. Thank you Clay and New Direction Trust Company for being so helpful to our real estate community.

Dale M, UT

Different Retirement Account Offer Different Advantages

Different retirement account types offer different advantages, and diversification within those accounts only strengthens your approach. Few clients have demonstrated this better than Mr. Z. As a debt and equity real estate investor and a fund manager, he has taken advantage of the various IRA types offered by New Direction IRA. Mr. Zs portfolio diversification and active management contribute to his success and embody the potential of self-directed retirement..

Mike Z, NY

Real Estate Can be Mastered

Alternative assets are designed to hedge your bet against the volatility of publicly traded securities. The stock market can be a guessing game for the average investor, but real estate can be researched, practiced, and mastered. Mr. R has exemplified this by fortifying his IRA with multiple real estate holdings. “I’ve never had much success in the stock market”, says Mr. R, “but real estate has always been something I could understand! I use what I understand!” Investing in what you know and trust is one of the many advantages that self-directed retirement investing can provide.

Jeff R, CO

Great Job New Direction - Especially the Precious Metals Team

I wanted to invest in precious metals and found a way to rollover money from a 401K into an IRA. Due to before and after tax money, two accounts needed to be opened. In most of my dealings with companies, they usually fall short and I am disappointed. In the case of New Direction, they not only met my expectations but far exceeded them. They have always been outstanding in their timely response and their communication about every step of the process has been exceptional. I recommended New Direction to a friend and he has had a similar exceptional experience. I am quick to complain (which I do a lot), but I am also one to step up and commend exceptional service. Great Job New Direction, especially the Precious Metals team.


It's nice having people who care

I found out about New Direction from a friend that introduced me to the program. New Direction's paperwork process was efficient and the staff was easy to work with when I had questions. I've told lots of my friends about the success of my new IRA investments and the service! It's nice having people who care to talk with when I have a problem or question - this is my big thumbs up to New Direction. Thank you!

F. S, CO