Trusted provider of education & services for self-directed IRAs & HSAs. New Direction Trust Company does not render tax, legal, accounting, or investment advice
Thank you, @IBDinvestors, for naming us one of the best Health Savings Account (HSA) providers!
We look forward to continuing to provide world-class service and digital innovation for our clients!
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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:
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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://t.co/XiWnmTQGrk
Our CEO, Kevin Dodson, recently celebrated his 2nd year as CEO of NDTCO. 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!
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.
Learn more about FMVs:
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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!
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!
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Wondering when it makes sense to make a Roth conversion? Check out some of the key considerations to make when considering a Roth conversion.
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Diversifying your investment portfolio can lead to greater returns. Kevin Dodson, CEO of NDTCO, explains why it can be important to invest beyond your typical stocks and bonds.
Use the promo code MHL-2024 to waive our application fee and get started.
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Share the benefits of self-directed alternative investing with your friends, family, and colleagues! We๏ฟฝ๏ฟฝll reward you both with a $75 gift card of your choosing!
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Kevin Dodson, CEO of NDTCO, explains the resources available at New Direction to start your investment journey!
Use the promo code MHL-2024 to waive our application fee and get started.
https://t.co/BiA6xO3kX9
To better serve our community and clients, our office will be closed on Monday, October 14th, for our annual staff development day. We appreciate your understanding as we work to continuously improve our services!
Whether it is a boutique hotel or local business, a self-directed IRA at NDTCO allows you to invest in what you know and are passionate about.
Use the promo code MHL-2024 to waive our application fee and start your investment journey today.
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Join us for a live webinar as we share some key concepts you should consider when trying to decide if Roth contributions, and or Roth conversions makes sense for you in order to grow your retirement savings!
Register today: https://t.co/qh37AjVIVq
Kevin Dodson, CEO of NDTCO, explains what makes New Direction a leader in the world of self-directed retirement investing!
Use the promo code MHL-2024 to waive our application fee and start your investment journey today.
https://t.co/BiA6xO3kX9
Our new short course covers the most important aspects of using self-direction to invest in alternative assets, emailed directly to your inbox over five days! The course also includes a promo code to waive our application fee.
Register today!
https://t.co/HJllA2l3Ov
Please note that our office will be closed on Monday, 9/2, in observance of Labor Day. We will reopen on Tuesday, 9/3.
We hope you all have a safe and fun holiday weekend!
At NDTCO, it is our mission to provide our clients with the tools and resources to feel confident in their self-directed investments. Explore our Education Center where our experts share their self-direction knowledge and information!
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