Learn more about alternative investing with Self-Direction 101.
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.
Year-end is a busy time, yet in our holiday preparations, we should not overlook tax year requirements. For self-directed investors, this could mean fair market valuations (FMVs) of their self-directed retirement accounts, which are due January 15th. Ready to submit your FMV? Log in to your Client Portal and follow the instructions below. What Are Fair … Read More
Navigating the 2024 Real Estate Market with a Self-Directed IRA: A Strategic Outlook Introduction Welcome to the dynamic world of self-directed IRA (SDIRA) investing in real estate! As we embark on 2024, the landscape of the real estate market presents both unique challenges and exciting opportunities. The National Association of Realtors (NAR) forecasts a revitalized … Read More
In today’s world, fraud is more common, especially online. It’s important for both people and organizations to know how to keep their information safe. This blog will talk about the different kinds of fraud you might come across, give you tips on how to stop fraud before it happens, and explain what NDTCO does to … 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 2024 tax year. Let’s take a look at some key contribution information for the 2024 tax year. Before we start, don’t forget that it’s not too … Read More
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
Investing wisely during economic downturns is crucial for securing a stable financial future, particularly for those nearing retirement. Traditional investment strategies often prove inadequate during recessions, prompting the need for alternative approaches. This comprehensive guide, inspired by insights from “3 Alternative Assets Your Retirement Account Will Thank You For Adding To Your Portfolio,” delves into … 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.
