News #3

News #3

Resources

The New Direction Trust Company Blog

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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

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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

back-to-school guide for self-directed ira account holders

Ultimate Back-to-School Guide for Self-Directed...

As summer draws to a close, the back-to-school season is rapidly approaching. Just as parents are preparing their children for a new academic year, so should self-directed Individual Retirement Account (IRA) account holders use this time to take stock and realign their investment strategies. Here’s a comprehensive guide to ensure your self-directed IRA is on … Read More

man displaying pride in his investing

Investing With Pride

Just as individuals celebrate their identity and take pride in who they are, self-directed investors have an opportunity to invest in what they know and are passionate about. Pride is more than just a celebration of personal identity; it encompasses the decisions we make in all aspects of life. By supporting causes and industries that … 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.