News #3

Our office will be closed on Monday, November 11th, in observance of Veterans Day. We will reopen on Tuesday, November 12th.

News #3

Self Direction 101

Freedom in retirement starts with freedom in investing

While every IRA has tax advantages, only a self-directed IRA has the advantage of breaking free from the confines of Wall Street to work harder and smarter in the investment of your choosing. 

Can your IRA buy a house? Invest in precious metals? Fund a small business? The answer is yes.

Circle graphic detailing the process of using NDTCO as a custodial service for your self-directed account and alternative investments

Slide

Self-direction Benefits

There are many roads to retirement. Some are just more fun to drive.

INDEPENDENCE

No financial advisor knows you better than yourself. With a self-directed account, you can invest in whatever you want, whenever you want.

DIVERSIFICATION

Protect your retirement accounts from stock market volatility by adding alternative assets to your conventional portfolio of stocks, bonds, and mutual funds.

PERSONALIZATION

Put your money where your interests are, investing in the industries, businesses, or assets that you are most passionate about.

REWARD

Alternative investments, when chosen and timed wisely, have the potential to yield larger returns faster than typical market-based assets.

Account Options

Choose the self-directed account that’s right for you

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

  • Thu21 Nov
    12:00PMMST
    End-of-the-Year Reminders and Tax-Planning Strategies
    ONLINEIt’s time to start thinking about tax planning and end-of-the-year best practices for self-directed IRAs! Join us for an overview on Required Minimum Distributions, key tax-planning strategies related to retirement plan contributions and Roth conversions, and why it is important to complete your Fair Market Valuations and review your designation of beneficiary form.REGISTER