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.
Many self-directed investors who call our office ask, “Can I act as the property manager for my IRA-owned real estate?” The answer is yes, but there are several rules that must be followed in order to comply with IRS guidelines. Ready to invest in real estate with a tax-advantaged account? Click here to open a new account with … Read More
Traditional IRAs can promote financial success in the short and long terms through tax-deferred contributions and distributions at retirement-age tax rates. Such distributions most directly benefit anyone age 59 1/2 or higher, as anyone younger may incur taxes and a penalty. Per the Internal Revenue Code (IRC), individuals below age 59 1/2 will sustain a … Read More
Hopefully, your account-owned rental property has served your retirement plan well. What if you’ve decided you really want to retire and start living in your IRA-owned real estate? Ready to invest in real estate with your self-directed retirement plan? Click here to begin our easy online new account application. If the house was purchased by your Roth … Read More
What’s the difference between an IRA and a 401(k)? As the marketplace for investment opportunities has evolved, available options for retirement strategies have followed suit. Different combinations of retirement plans, publicly traded securities, and alternative investment options allow investors to adopt a strategy that satisfies their financial goals. However, some may speak of IRAs and 401(k)s interchangeably, … Read More
History of the Roth IRA In 1971, an army veteran from Delaware named William Victor Roth began his near-30-year tenure in the United States Senate. He sought to build upon his brief stint in the House of Representatives by tenaciously pursuing tax cuts for the American people. 26 years after his first election, Senator Roth … Read More
Form 5498 is a simple tax form that’s typically issued after tax day. This document describes: The fair market valuation of your account Any contributions you made in the previous tax year The type of asset(s) your account held. NDTCO generates Form 5498s once a given tax year is over. We send one copy to … 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.
