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The promise of a new year often comes with new considerations for your self-directed IRAs, 401(k)s, and Health Savings Accounts. It’s also a time when the IRS may decide to tweak annual contribution limits or income requirements surrounding tax benefits. It’s not too late to contribute for 2020! Click here to make a deposit to your self-directed account. … Read More
The Securities and Exchange Commission (SEC) recently made an intriguing announcement that allows anyone to become an accredited investor. Effective as of December 8, 2020, Series 65 (Investment Adviser Representative) license holders will qualify as accredited investors. This creates a significant opportunity for investors who could not otherwise achieve an accredited status due to the previous income … Read More
Every year around this time you may hear from us talking about fair market valuations (FMVs) in blogs, webinars, and newsletters. Rest assured that our frequent iterations on this topic stem from FMVs being a critically important part of your tax-advantaged account. Are you ready to submit your FMV for the year? Access your client … Read More
Year-end is a busy time, yet in our holiday preparations we should not overlook tax year requirements, a few of which have December 31 cut-offs. For self-directed investors this could mean fair market valuations (FMVs) of their self-directed accounts. Ready to submit your FMV? Log in to your client portal at portal.ndtco.com and follow the instructions below. What is … Read More
Protecting ourselves from fraud, important since the early days of man’s transactions with one another, is increasingly critical given the ease with which modern commerce enables unscrupulous individuals to wreak havoc. As more and more of our jobs, finances, and relationships (our lives, really) transition online due to Covid-19, it’s more important than ever to … Read More
Tax-advantaged accounts like IRAs and Health Savings Accounts allow you to save for the future by deferring taxes on your investment earnings. However, IRS reporting is required to track fair market values and movements of account-held cash and assets. New Direction Trust Company performs this service as your account custodian, but, as the account owner and tax … Read More
