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.
The main difference between investing directly and investing through a tax-advantaged plan like a Traditional IRA is the tax treatment of your contributions and earnings. When you invest directly in a taxable brokerage account, you use after-tax dollars to make your investments. This means that you don’t receive any tax benefits for your contributions, and … Read More
When talking about the key benefits of an IRA, first and foremost, IRAs are a powerful tool for saving for retirement. By contributing money to an IRA on a regular basis, you can build up a nest egg over time that can help support you during your golden years. Plus, with automatic contributions, you can … 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 If you don’t name a retirement beneficiary—or worse, you have an outdated beneficiary … Read More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
As the contribution deadline for those employers who have filed an extension is on October 15, we are addressing a few frequently asked questions to help you determine if a Simplified Employee Pension (SEP) Individual Retirement Account (IRA), better known as the SEP IRA, is right for you. What is a Self-Directed SEP IRA? According to the IRS, … 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.
