Concerned About Market Volatility? Try the Bucketing Strategy for Your Retirement Portfolio: Including alternative assets in a self-directed IRA is a good start
May 12, 2025
Retirees and near-retirees concerned about their retirement accounts’ performance can mitigate market volatility using a bucket strategy with alternative assets in a...
What to Do With Your Employer-Sponsored Retirement Plan if You’ve Been Laid Off (Hint: Roll the Assets into a New Self-Directed IRA)
April 28, 2025
Workers who left a private sector or public sector job and participated in employer-sponsored retirement plan (such as a 401(k) or 402(b) plan, Thrift Savings Plan, or a SEP...
Retirement is a Growing Concern Across Generations of Workers
April 14, 2025
Stock market volatility, the cost of living and financial commitments are hampering the ability of Gen X members and young generations of workers to save enough for...
April is for Filing Taxes—and Time to Open and Fund a New Self-directed IRA
March 31, 2025
Next Generation reminds taxpayers they still have time before the tax filing deadline to open a new self-directed IRA and make a contribution toward their 2024 taxes....
