Blog Archives - Next Generation Trust Company

Want to Make a Difference in the World? Invest in a Social Cause Startup through a Self-Directed IRA

High-net-worth women are using their wealth to change the world, support communities and create opportunities. This is according to a study by RBC Wealth Management (in partnership with The Economist Intelligence Unit), conducted in the U.S., Canada, the U.K., China,...

Boomer Bankruptcy is a Growing Trend

The number of baby boomers filing for bankruptcy is rising, fueling the need for investors to become more educated about self-directed IRAs and alternative assets.

Do you have a leaky 401(k) plan?

Plug up the hole with self-direction According to a study published earlier this fall, many households are pulling their retirement savings together again, 10 years past the Great Recession. A Retirement Security Retrospective: 2007 Versus 2017 reported that: Among...

How Does the US Rank for Retirement Compared to Other Countries?

Saving for retirement with a self-directed IRA can help investors boost their retirement portfolios by including alternative assets within their retirement plans.

Self-directed IRAs and Financial Planners

If you’re a financial planner with financially savvy clients who wish to include alternative assets in a retirement plan, you can play an important role in guiding your clients as they explore the various nontraditional investments allowed within a self-directed IRA....

Millennial Business Owners are Fans of Retirement Plans

Here’s something that may surprise you: younger business owners of the millennial generation are putting their employees’ retirement on their radar more so than their older counterparts (Generation X and baby boomers). According to a Nationwide survey, millennials are...