VIEWS FROM THE EXPERTS
Jaime Raskulinecz
CEO and Founder
Next Generation Trust Company
In Today’s Volatile Markets The Smart Money Is Going To Self-Directed IRAs
Knowledgeable advisors who understand self-directed IRAs can shore up a client’s sagging portfolio and build continuing wealth for their discerning clients. A self-directed IRA is a retirement account that allows individuals to invest in alternative assets they already know and understand such as real estate, precious metals, notes, hedge funds, limited partnerships, and more. By coupling investment prowess with a self-directed IRA, individuals can compound their success with tax-free or tax-deferred growth opportunities. A self-directed IRA could be a smart way to grow your client’s retirement savings, securing their financial future and the potential to leave behind a lasting legacy.
One would think every savvy investor already has a selfdirected IRA, right? Surprisingly, self-directed IRAs account for only 2% of retirement plans in America. To tap into the potential with the other lagging 98%, educate yourself about the advantages of investing with a self-directed IRA. Next Generation Trust Company is the expert resource that can help you learn the rules and keep your clients satisfied with their wealth building strategies.
Self-directed IRA custodians like Next Generation Trust Company understand the special processes, documentation and regulations to which these accounts are subject, and also handle all the necessary paperwork. We do not advise or endorse any types of investments or companies; instead, our expert office professionals provide white glove service and educate clients and their trusted advisors as needed. You and your clients will enjoy a seamless transaction experience from beginning to end.
Our Next Generation team is happy to provide you with the information you need to learn more about self-directed IRAs. Consider us an added resource to support you in impressing your clients and empower them to join other progressive individuals already reaping the benefits of alternative investments using their self-directed IRAs.
Even the most visionary financial professionals require solid support.
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy. Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services, provides comprehensive account administration and transaction support. The professionals at Next Generation Trust Company expertly guide clients and their trusted advisors with white glove, personalized service for a seamless transaction experience from start to finish.