Announcement 2

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Announcement 2

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Self-Directed Investing and Prohibited Transactions

With the benefits that self-directed IRAs, 401(k)s, and Health Savings Accounts offer, investors must be aware of unique limitations related to these types of accounts, primarily around prohibited transactions. While the IRS does not state what you can do with your IRA funds, they are clear on what you cannot do. Below we provide a brief … Read More

Lending Money from your Self-Directed Retirement Accounts

Just as retirement investments aren’t confined to Wall Street, individuals and businesses aren’t restricted to banks and credit unions when looking for financing. Your self-directed IRA, 401(k), or HSA can lend money to private institutions and individuals by issuing promissory notes.   Ready to make money on loans with your tax-advantaged dollars? Click here to open a new … Read More

IRA Custodians vs. Third-Party Administrators – What’s the Big Deal?

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 does a “custodian” 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 out … Read More

What is a “Self-Directed” IRA?

You may have been investing in mutual funds and ETFs with your IRA for years, maybe decades. Perhaps you’ve even “rolled over” funds from a former employer retirement plan to accelerate your IRA’s growth. If this sounds familiar, you are halfway home to understanding a “self-directed” IRA. Ready to open a self-directed IRA? Click here to … Read More

What is a Self-Directed IRA Custodian?

If the term “self-directed custodian” doesn’t inspire a particular vision, don’t worry, you are not alone. You may be a seasoned investor and very familiar with retirement plans like 401(k)s, individual retirement plans like IRAs, and traditional brokerage accounts. Conversely, you may be at the beginning of your investing journey, sorting through acronyms and investment possibilities. … Read More