GEt in touch

Schedule a Call

Want to learn more about self-direction and how you could take a controlling interest in your future? 

Schedule a call with a member of our Business Development team today! They will help answer any questions you have and provide you with the tools and knowledge to feel confident in your self-directed investments.

Fill out your information below to schedule time with a Business Development team member

Wipe Divider Down

Self-Directed Investments

Can you invest in THAT? The answer is yes.

With a self-directed account, you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate about. From real estate to start-ups to precious metals, if you can find it, we will help you fund it.

Farmland with YES overlay
Commercial real estate with YES overlay
Office space with YES overlay
Airplane with YES overlay
Client portal laptop version

Account Management

It’s not a platform so much as a launchpad

Self-directed opportunities are only a click away. Manage your portfolio, paperwork, contributions and distributions, or simply watch your investments grow from the NDTCO client portal.

Slide

Education Center

Want to learn more about self-directed investments?

Essential Viewing

Foundations of a Self-Directed IRA
Play Video
Foundations of a Self Directed IRA

Upcoming IRA Events

  • Mon18 Mar
    12:00AMMDT
    Forever Tax vs. Never Tax: Leveraging Tax Benefits of Retirement Plans (On-Demand Webinar)
    ONLINEThe IRS tax code offers Americans unique opportunities to dramatically reduce the amount of tax they pay over their lifetimes. Interestingly, these strategies are often overlooked or misunderstood. This webinar will cover the vehicles that could be utilized to generate tax-free income, how Roth conversions work (both cash and in-kind conversions), how you, or your family member, can start a tax-free account, and more! Join Chris Tanner, Senior Education Manager at New Direction Trust, as he explores the use of qualified Roth retirement plans, HSAs, and other ways you could eliminate future tax obligations!REGISTER