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Our office will be closed on Monday, October 14th. We will reopen on Tuesday, October 15th.

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The New Direction Trust Company Blog

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To Convert or Not: When do Roth Conversions Mak...

Beginning in 1998, the tax code allowed for a new type of retirement account called a Roth IRA. Senator Henry Roth proposed a new type of retirement account that would allow a taxpayer to pay income tax before making a retirement plan contribution, and in return the account could not only grow tax free (both … Read More

Person funding their NDTCO account

How to Fund Your Self-Directed IRA

The basics of investing are by now familiar to most – Keep your money where it has the potential to earn the greatest returns, appropriate to your goals, risk tolerance, and financial situation. Self-directed investing with an IRA or Health Savings Account (HSA) is no different. Beyond the basics of investing, however, these accounts also enjoy considerable … Read More

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Private Lending with your IRA

You’re likely familiar with the concept of taking out a loan, but did you know you can invest in private lending and hold promissory notes with your retirement account? While you cannot borrow money from your own IRA, just about any other non-disqualified person or business can. A loan from your tax-advantaged plan is no … Read More

Image of gold bars to represent tactic for diversification in a SDIRA

Diversifying with Precious Metals

Diversifying with Precious Metals in Your SDIRA: Stability in Every Market As we continue to celebrate Asset Management Awareness Month, it’s timely to turn our attention to diversifying with precious metals. Within the realm of Self-Directed IRAs (SDIRAs), precious metals offer a timeless avenue for investors seeking stability amid stock market volatility. Whether through physical … Read More

The power of Private Equity Investing through your self-directed IRA to a local small business.

Private Equity in Your SDIRA: Harnessing the Power

March, celebrated as Asset Management Awareness Month, shines a spotlight on the sophisticated world of Private Equity (PE) investments within Self-Directed IRAs (SDIRAs). Private equity presents an enticing avenue for investors eager to transcend the bounds of conventional asset classes like stocks and bonds. By venturing into PE, investors not only diversify their portfolios but … 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.