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.
At NDTCO, our focus is helping clients learn about their options and helping them make it happen. Co-founder and CEO Bill Humphrey says, “Self-direction is not for everyone. The self-directed investor must be willing to take responsibility for investment choices, although their outside advisers or associates can help. Since we don’t sell investments, we don’t … Read More
If you’re the type of active investor who prefers to stay engaged with the oversight of your investments, you are likely already well versed in the wide array of investment opportunities available through a self-directed IRA. Contrary to common belief, your IRA account has almost limitless investing potential. Despite your investment savvy, you may have a … Read More
Depending on the account structure and the beneficiary’s goals for the account, there are many different strategies available to invest in exciting alternative assets that lie outside of the stock market, including rental properties. Using an Inherited IRA to invest in real estate provides the opportunity to generate income from rent, appreciation, and more. Ready to … Read More
A Checkbook IRA is an investment approach that allows the account holder to write checks using the IRA’s cash. The account holder achieves this control by establishing and managing an account-owned entity (often an LLC). This setup allows investors to manage their cash and account assets directly as the LLC/entity manager. Ready to open a … Read More
A 1031 exchange allows taxpayers to defer taxable gains on exchanges of like-kind assets, such as property for property. Because IRA earnings already carry tax benefits, retirement account holders rarely need to employ a 1031 exchange. However, some IRAs may earn taxable income (and taxes) when holding assets purchased with debt financing. In this case, … Read More
As education costs swell with each new generation, parents may need to think about saving up earlier than ever. Luckily, the Federal government provides some assistance for taxpayers. Ready to open a self-directed ESA? Click here to access our simple ESA Application Packet! There are two main account types that can help parents stay ahead of the … 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.
