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.
A Solo 401(k) can be a powerful tool in a self-directed investor’s tool belt. In terms of tax advantages, Solo 401(k)s offer the same benefits as the well-known employer-sponsored 401(k). However, the account holder must be a self-employed individual with no other employees. Ready to learn more about self-directed investing? Click here to browse and download our … Read More
A lucrative investment strategy may carry tax considerations, but the beauty of tax-advantaged accounts lies in your ability to defer some or all of the taxes on your annual earnings. However, depending on the nature of your account-held investment, tax season can present certain responsibilities. Together, we will walk through some important considerations for you to … Read More
Imagine an investment property that you could buy for a fraction of its market price and collect rent on, all without the hassle of having to pay the ongoing costs of being a landlord. If this seems too good to be true, you need only look to our friends in the Aloha State to see … Read More
The promise of a new year often comes with new considerations for your self-directed IRAs, 401(k)s, and Health Savings Accounts. It’s also a time when the IRS may decide to tweak annual contribution limits or income requirements surrounding tax benefits. It’s not too late to contribute for 2020! Click here to log in to the Client Portal and … Read More
Self-directed investing offers extensive opportunities for your tax-advantaged accounts by placing the full power of diversification in your hands. Real estate, private equity, and other alternative investment options are all available to your IRA, 401(k), or Health Savings Account. Within this investment space lies a specific approach that provides even greater flexibility: the Checkbook IRA. … Read More
The Securities and Exchange Commission (SEC) recently made an intriguing announcement that allows anyone to become an accredited investor. Effective as of December 8, 2020, Series 65 (Investment Adviser Representative) license holders will qualify as accredited investors. This creates a significant opportunity for investors who could not otherwise achieve an accredited status. Ready to open a … 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.
