New Direction Trust Company – Managing Your Account
Our world-class digital platform makes it easy to manage your accounts, while a personalized and experienced client service team stands ready to answer questions along the way.
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 support tools investors need to realize that the spectrum of self-directed investments is broader and easier to manage than they think.
As the end of the year approaches, it’s essential to stay informed about financial responsibilities and requirements. In this blog post, we’ll address some frequently asked questions (FAQs) regarding Required Minimum Distributions (RMDs), Fair Market Valuations (FMVs), end-of-year statements, and tax forms to help you navigate your financial obligations effectively. Required Minimum Distributions (RMDs) — … Read More
Every year you may hear from us about fair market valuations (FMVs). Rest assured that our frequent iterations on this topic stem from FMVs being a critically important part of your account. Are you ready to submit your FMV for the year? Access the Client Portal, browse your asset(s) on your main dashboard, and click … Read More
Staying up to date with any new considerations for your tax-advantaged plans is pivotal in planning for your retirement. The IRS recently announced new annual contribution limits for the 2023 tax year. Let’s take a look at some key contribution information for the 2023 tax year. Before we start, don’t forget that it’s not too late … Read More
Planning for your retirement is pivotal in taking a hold of your financial future. It also means staying up to date with any new considerations for your tax-advantaged plans. The IRS recently announced new annual contribution limits for the 2022 tax year. Let’s take a look at some key contribution information for the 2022 tax … Read More
Before German countess Karlotta Liebenstein died in 1922, she made sure that her fortune would end up where she wanted it to go—to her german shepherd, Gunther I. Now, six generations later, his progeny Gunther VI is still enjoying his ancestor’s fortune. If you don’t name a retirement beneficiary—or worse, you have an outdated beneficiary … Read More
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
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.
