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The New Direction Trust Company Blog

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Banking Regulations Analysis

In the aftermath of the 9/11 attacks, the global financial landscape underwent a significant transformation, with governments and financial institutions tightening the noose on financial crimes, fraud, and money laundering. The urgency to curb illicit financial flows led to the strengthening of existing regulations and the introduction of new ones, setting the stage for a … Read More

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Self-Directed IRA Myths: Debunked

Many people have never heard of self-directed IRAs, and while they aren’t a secret, there are plenty of myths and misconceptions surrounding them. With so much information readily available across trusted and not so trusted sources, it’s hard to determine what’s true and what’s just noise. We’re here to help set the record straight when … Read More

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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

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Performing Due Diligence: Self-Directed IRA Fir...

In the realm of retirement planning, the self-directed IRA (Individual Retirement Account) stands out as a flexible and powerful tool for savvy investors. Unlike traditional IRAs, which limit your investment choices to stocks, bonds, and mutual funds, a self-directed IRA opens the door to a broader range of assets, including alternative investments. However, this flexibility … Read More

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Understanding Qualified Charitable Distributions

In the realm of financial planning, certain strategies not only benefit you as an investor but also contribute to the greater good, allowing you to support causes that align with your values. One such strategy is Qualified Charitable Distributions (QCD). Here are the key takeaways about QCDs and how we can assist you in optimizing … Read More

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What Happens When Your IRA Custodian is Merging...

Hey there, savvy investor! So, you’ve heard the buzz about self-directed IRA custodians merging with other companies, and you’re wondering, “What’s next for me?” We get it. Change can be a bit unsettling, especially when it involves your hard-earned money. Let’s chat about the options you have when your custodian decides to team up with … 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.