Announcement 2

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Announcement 2

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As the saying goes, “It takes money to make money.” Nowhere is this truer than with high-value—and potentially quite lucrative—alternative investments. Private assets like real estate, private loans, and private equity have the potential for meaningful appreciation, sometimes in short periods. Further, in real estate and certain private equity investments, your dollars can be paired … Read More

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

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

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

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

You may be aware that you can invest in the oil and gas industry, but did you know you have options beyond exchange-traded funds that track crude or stocks in specific oil companies? Investment positions like ETFs can provide exposure to the energy industry, but they can also subject one’s retirement portfolio to the wild … Read More