Self Direction 101

The COVID-19 pandemic has taken the global economy for a wild ride. To combat the crisis, the U.S. government implemented measures to mitigate damage, such as the CARES Act. At the same time, the Federal Reserve tapped its playbook for one of its favorite maneuvers: Lowering interest rates to create cheaper debt and keep the … Read More

As the saying goes, “It takes money to make money.” Nowhere is this truer than with high-value—and potentially quite lucrative—alternative investments. Private assets like real estate, private loans, and private equity have the potential for meaningful appreciation, sometimes in short periods. Further, in real estate and certain private equity investments, your dollars can be paired … Read More

With the benefits that self-directed IRAs, 401(k)s, and Health Savings Accounts offer, investors must be aware of unique limitations. Below we provide an overview of the rules and relevant definitions found in IRC, Section 4975 that investors should know. Questions about prohibited transactions? Log in to your Client Portal to send questions directly to our staff … Read More

Congratulations! You’ve selected New Direction Trust Company (NDTCO) as the independent custodian for your tax-sheltered account. Of course, we think you made the right choice. But what exactly do IRA “custodians” do? Is a custodian different from an “administrator?” We think you should know the difference, and we’ll explore why below. Questions about NDTCO? Reach … Read More