Thank you, Investor's Business Daily, for naming us one of the best Health Savings Account (HSA) providers! An HSA with NDTCO provides the unique opportunity to enjoy tax-deferred contributions and tax-free distributions, all while saving up for future medical expenses. We look forward to continuing to provide world-class service and digital innovation for our clients! https://bit.ly/3V02PDv
New Direction Trust Company
Financial Services
Louisville, Colorado 2,103 followers
Empowering Retirement Investing
About us
New Direction Trust Company is a trusted provider of self-directed IRA and HSA accounts and education. Combine the tax advantages of your IRA or HSA with alternative assets that are ideally suited to each client’s individual investment goals. Investors, advisers, and asset providers choose New Direction Trust Company because of our depth of experience, specialized education offerings, proven track record of reliable transaction funding, and thorough asset documentation. New Direction Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.
- Website
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http://ndtco.com
External link for New Direction Trust Company
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Louisville, Colorado
- Type
- Privately Held
- Founded
- 2003
- Specialties
- Self-Directed IRA, Real Estate IRA Investments, Gold IRA Investments, and Equity & Note IRA Investments
Locations
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Primary
Get directions
1070 W Century Dr
Louisville, Colorado 80027, US
Employees at New Direction Trust Company
Updates
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Interested in alternative investing? Discover the many advantages of having a self-directed IRA and why investing in alternative assets like real estate, precious metals, and private equity can help protect and grow your retirement savings! Register now for our live webinar: https://bit.ly/3BlHw97
register.gotowebinar.com
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Join Chris Tanner of New Direction Trust Company as he explains what a Required Minimum Distribution is, how it differentiates from a normal distribution, when you can take one, and how to do so seamlessly through our online Client Portal! Watch now: https://bit.ly/4iiVCsj
Understanding Required Minimum Distributions
https://www.youtube.com/
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Our CEO, Kevin Dodson, recently celebrated his second year as CEO of New Direction Trust Company. Over the past two years, Kevin has been monumental in our mission and growth as a leader in alternative retirement investing. He has helped foster an innovative and empowering environment for our employees, clients, and community! “Looking forward, New Direction Trust remains committed to all our clients and will continue to be a leader in alternative retirement investment solutions. We continue to expand our reach, forge new partnerships, and remain at the forefront of digital innovation to better serve the evolving needs of our community and clients” – Kevin Dodson
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Year-end is a busy time, yet in our holiday preparations, we should not overlook tax year requirements. For self-directed investors, this could mean fair market valuations (FMVs) of their self-directed retirement accounts, which are due January 15th. Learn more about FMVs and how to submit them: https://bit.ly/4euzyYB
A Closer Look at Fair Market Valuations
https://ndtco.com
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It'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, and more. Register today! https://bit.ly/4hDreIZ
register.gotowebinar.com
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Thank you, Mile High Living, for having us on to discuss self-directed IRAs! You can now watch the full interview with Kevin Dodson, CEO of New Direction Trust Company. Ready to start investing? Use promo code MHL-2024 to waive our account opening fee! https://bit.ly/48JledC