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The New Direction Trust Company Blog

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NDTCO x SogoTrade: The Benefits of a Sub-Broker...

Buying and selling stocks at NDTCO has never been easier, giving you more freedom and control over your self-directed IRA. We’re excited to announce our new collaboration with SogoTrade, where you can buy, sell, and trade public securities using your NDTCO account. SogoTrade, Inc. has served investors since 1986, offering a wide range of investment … Read More

Investing With Pride

Just as individuals celebrate their identity and take pride in who they are, self-directed investors have an opportunity to invest in what they know and are passionate about. Pride is more than just a celebration of personal identity; it encompasses the decisions we make in all aspects of life. By supporting causes and industries that … Read More

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What Happens to My IRA in a Recession?

We hear about it in the news daily – the looming threat of an economic recession. But what does a recession mean for your retirement funds?  The first thing we need to establish is what is a recession?  According to the National Bureau of Economic Research, a recession is a decline in economic activity lasting … Read More

form 1099-r

What is Form 1099-R?

If you took a distribution from a retirement account during the previous year, you should receive a Form 1099-R from New Direction Trust Company in early February. Once you have it, what are you supposed to do with it? Need to review your account information? Access the Client Portal. Preparing Your Tax Filing The beauty … Read More


Getting in on the Ground Floor with Pre-IPOs in...

Back in the mid-90s, a new website appeared on the similarly new Internet that only sold one thing. Users keen on that one thing could saddle up their dial-up connections and enjoy a top-notch shopping and service experience, fueled by a tenacious, customer-focused company founder. He may have gotten his start by selling that one … Read More

New Direction Trust Company (“New Direction”) performs the duties of a directed custodian. It does not provide any investment advice, legal advice, or tax advice. New Direction does not undertake any due diligence for you, including with respect to any investment or investment provider featured in this blog post or joint webinar or any other investments that you choose to hold in your New Direction account(s). Any information regarding any investment provider or investments that is contained in this blog post or Webinar was provided by the third-party investment provider. New Direction is not affiliated with, does not control or direct, and has no responsibility over any third-party investment provider or investment, and the inclusion of any investment provider or investment options in this blog post or Webinar does not represent an endorsement or recommendation of the investment provider or investment by New Direction in any way. New Direction does not endorse or recommend any investment provider or investment, including those found in this blog post or Webinar. Information and third-party links contained in this blog post or webinar are provided for informational purposes only, and it is solely the responsibility of investors to perform their own, independent due diligence on any investment opportunity. Investors should consult their own investment, legal, and tax advisors before making any investment choices.