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.
US taxpayers are sitting on $1.35 trillion in forgotten 401(k)s. That’s right–not million, not billion, but trillion. A shockingly high number, yet with over 24 million forgotten 401(k) accounts, one can begin to understand the scope. For many, switching careers is the culprit. The average employee stays with a company for around four years before looking … Read More
Back in the mid-90s, a new website appeared on the similarly new Internet that only sold one thing. Users keen on that one thing could saddle up their dial-up connections and enjoy a top-notch shopping and service experience, fueled by a tenacious, customer-focused company founder. He may have gotten his start by selling that one … Read More
Today’s retirement investors have a broad variety of account and investment options. Some may browse their retirement plan options and assume that it would make sense to hold only one account. For example, when comparing Traditional IRAs to Roth IRAs, you may feel inclined to choose only one. But could it make sense to hold … Read More
Seasoned self-directed investors prepare for contingencies, particularly when engaged in alternative assets such as real estate and private lending. Often this includes safeguards. Acquiring investments with a limited liability company (LLC) can provide such a safeguard, but there is another possibility as well: Self-directed, tax-advantaged savings accounts like IRAs, Solo 401(k)s, or Health Savings Accounts. … Read More
As the end of COVID-19-related travel restrictions near, we may see an increase in demand for vacation rentals. This could be an opportunity for your self-directed IRA, Solo 401(k), or Health Savings Account. Real estate can be a lucrative and diverse asset for your portfolio. Just as rental properties and fix-and-flip projects are common in tax-advantaged … Read More
Countless strong, innovative companies lie below the public radar, and many can be accessible investments through your self-directed account. By investing in private equity, your tax-advantaged plan can enjoy diversification and enhanced returns as part of a balanced portfolio. Ready to learn more about private equity? Click here to download our Private Equity Investing Guide. Let’s take … 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.
