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The New Direction Trust Company Blog

real estate photo emphasizing owning real estate in NDTCO account

Real Estate in Your IRA With NDTCO: The Essenti...

Owning real estate within your IRA offers an exciting avenue for diversifying your investment strategy. However, as with any investment approach, there are specific guidelines and nuances to be aware of. At New Direction Trust Company (NDTCO), we strive to ensure our clients are well-informed and equipped to navigate these intricacies. Here are the top … Read More

hand holding a compass over waves to illustrate how determining your purchase or investment mindset can guide your SDIRA decisions

Differentiation Between a Purchase and an Inves...

Embarking on the financial journey of managing Self-Directed Individual Retirement Accounts (SDIRAs) is akin to setting sail into a vast ocean of investment opportunities. However, the wind beneath your sails is the mindset with which you approach this voyage. The differentiation between a ‘purchase’ and an ‘investment’ becomes your compass, guiding you toward long-term financial … Read More

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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

Wooden blocks spelling the words fact and myth.

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

woman researching on a computer with a mobile phone nearby and taking notes.

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

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.