Financial Planners: Expand Your Practice Through Consultation on Alternative Assets
April 22, 2024
Next Generation has created a new web page for fee-based, independent financial advisors to provide guidance for them and their clients about alternative assets within...
As the Tax Deadline Approaches, Understand the Tax Implications of IRA Rollovers
April 8, 2024
An IRA rollover after taking a distribution from a retirement plan happens when the taxpayer transfers those funds into another account, such as a new self-directed IRA....
Mind the Gap! Retirement Shortfalls are Ahead For All But the Most Affluent Americans
March 25, 2024
Many workers, except the most affluent Americans, are projected to lack enough savings for retirement. Increased longevity is also a factor. Investing in alternative assets...
Make Sure Your Retirement Plan Beneficiaries Are Designated and Updated
March 11, 2024
All retirement plans, health savings accounts, education savings accounts, and bank accounts must have a designated beneficiary. Designated beneficiaries are the people who...