Whitepapers Library

Welcome to the Next Generation Trust Services White Paper Library. Here you will find a wealth of information on self-directed retirement planning, self-directed IRAs, and learn how to take your retirement future into your own hands.


Building a Better Retirement Foundation with Real Estate and Self-Directed IRAs

Did you know that real estate is the most popular asset class among the nontraditional investments allowed in self-directed retirement plans?

That’s right—millions of investors are building a more diverse retirement portfolio by including real estate in their self-directed plans. If you are already investing in real estate outside of your existing retirement account or you know and understand the real estate market, including real estate investments in a self-directed IRA can build a solid foundation for your retirement years.

Learn More about Building your Retirement funds with Real Estate!


If you don’t have the personal savings or credit line necessary to fund a new business, can’t get or don’t want a bank loan, or you’re not tapping friends or relatives for the money, it is possible to fund a new business using funds from a self-directed IRA or 401(k) using a ROBS.

What is a Rollover Business Startup (ROBS)? Learn More!

The Next BIG Opportunity: CROWDFUNDING

Crowdfunding is the ability for a large group of people to pool together and make small investments that collectively provide the funds needed by a startup company. Crowdfunding is a new type of investment structure that is exempt from most of the securities laws so long as certain conditions of the crowdfunding transaction are completed.
It is likely that crowdfunding will become very popular with self-directed retirement plan investors, particularly those who want to invest in Roth IRAs. Investments are usually small but may potentially produce large returns since they are typically made in startup companies, generally associated with large risk.

Learn How To Get Involved With Crowdfunding Today!

6 Ways a Self-Directed IRA Puts You in Control of Your Retirement Savings

Do you have an existing 401 (k) plan from a previous job? Are you looking to diversify your portfolio? Are you looking for a better tax advantage from your investments? If you answered "yes" to any of these questions, then a Self-Directed IRA may be the answer for you!

Learn if a Self-Directed IRA is The Answer For You!


There are questions every investor should ask before investing in a Self-Directed IRA, after all it is your money and you have the right to ask just how it will be invested. Don't allow hard sell tactics to coerce you into agreeing to throw your money into a fraudulent self-directed IRA scam! There are warning signs you should know to look for when investing so that you aren't taken advantage of. Don't let yourself be pressured into making a decision you will regret for the rest of your life. Do you know what questions to ask? With this Whitepaper, How to Protect Yourself from Self-Directed IRA Fraud, you will learn how ask the right questions to feel confident about your retirement investments! Sign up for your FREE copy now!

Protect Yourself From Self-Directed IRA Fraud!