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.
Tax-advantaged accounts like IRAs and Health Savings Accounts allow you to save for the future by deferring taxes on your investment earnings. However, the IRS requires annual reporting to track fair market values and movements of account-held cash and assets. New Direction Trust Company performs this service as your account custodian, but, as the account owner … Read More
As a self-directed IRA custodian, we get dozens of questions about unrelated business income tax (UBIT), taxes on IRAs, and taxes on other retirement accounts every day. Most perplexing to clients, it seems, is UBIT. Let’s examine three commonly asked questions. Ready to learn the ins and outs of UBIT? Click here to download our UBIT Guide. Leveraged … Read More
Did you receive a Form 1099-R but you didn’t make a distribution or execute a rollover during the prior year? Learning more about how Forms 1099-R and 5498 may shed some light. Need to access your account statement? Log in to the Client Portal and click “Documents” on the left side of the screen. There are … Read More
If there ever was a subject that will stop an accountant in his or her tracks, it’s unrelated business income tax (UBIT). Some investors avoid certain investments out of fear of UBIT, but these investors may simply be misinformed about the tax. Questions about UBIT? Click here to download our UBIT Guide. To start, UBIT aims to … Read More
If you’re the type of active investor who prefers to stay engaged with the oversight of your investments, you are likely already well versed in the wide array of investment opportunities available through a self-directed IRA. Contrary to common belief, your IRA account has almost limitless investing potential. Despite your investment savvy, you may have a … Read More
The 72(t) rule refers to IRS Code 72(t), which allows investors to take early distributions without incurring 10% penalties. Questions about distributions? Log in to the Client Portal to send a secure inquiry directly to our staff. What Is The 72(t) Rule? The 72(t) rule necessitates that IRA owners take at least five “substantially equal … 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.
