The New Direction Trust Company blog provides you with the knowledge to feel confident in your self-directed investment. Explore our blog to learn more about alternative investing!
About NDTCO
We are a private financial trust based in Louisville, Colorado that provides best-in-class custodial services for more than 50,000 self-directed accounts and holds $3.7 billion in cash and assets for our clients. Our ongoing mission is to provide the education, flexibility, and account management tools investors need to realize that the spectrum of self-directed investments is broader and easier to manage than they think.
It’s not been widely known that the IRS allows retirement accounts such as IRAs to hold gold and other precious metals. That’s because most retirement accounts are administered by companies that have no incentive to allow clients to diversify into asset classes that they don’t sell. Want to open a Gold IRA? Click here to access our simple online new … Read More
People assume retirement investments must be exchange-traded stocks, bonds, and mutual funds. Stock market volatility frequently intimidates retirement investors to the point that they simply do nothing and forego crucial retirement planning. Roth IRA account owners will be pleased to know there is an entire spectrum of alternative investments unrelated to the stock market available to them. … Read More
As a self-directed IRA custodian, we get dozens of questions about unrelated business income tax (UBIT), taxes on IRAs, and taxes on other retirement accounts every day. Most perplexing to clients, it seems, is UBIT. Let’s examine three commonly asked questions. Ready to learn the ins and outs of UBIT? Click here to download our UBIT Guide. Leveraged … Read More
Did you receive a Form 1099-R but you didn’t make a distribution or execute a rollover during the prior year? Learning more about how Forms 1099-R and 5498 may shed some light. Need to access your account statement? Log in to the Client Portal and click “Documents” on the left side of the screen. There are … Read More
If there ever was a subject that will stop an accountant in his or her tracks, it’s unrelated business income tax (UBIT). Some investors avoid certain investments out of fear of UBIT, but these investors may simply be misinformed about the tax. Questions about UBIT? Click here to download our UBIT Guide. To start, UBIT aims to … Read More
What is a Roth IRA? Roth IRAs–passed into law in 1997–are a very popular way to save for retirement because investment earnings are tax free. With a Roth IRA, cash is contributed post tax, meaning the contribution (the amount you delegate out of your salary to put into the account each year) is made with taxable … 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.
