New Direction Trust Company – Learn more about Solo 401(k)s with our featured blog posts.
What is a Solo 401(k)?
A Solo 401(k) is indeed the same as an employer-sponsored 401(k) plan in terms of tax benefits, but you, as the account holder, are in the driver’s seat. At New Direction Trust Company, your account can transcend the limitations of third-party management and invest in alternative investment options like real estate, private loans, and precious metals.
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.
What is a “Self-Directed” 401(k)? A self-directed 401(k) puts you in the driver’s seat for any investment activities you want to pursue. Employers may place certain stipulations on (or outright disallow) transferring or rolling your 401(k)-held cash or assets. Others may not allow alternative assets. Others still may not allow you to choose between non-alternative investments. … 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.
