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FAQ: Next Generation Trust Company and Alternative Assets for Retirement Plans

Next Generation Trust Company partners with independent financial advisors to help clients include alternative assets like real estate and private placements in self-directed retirement plans, following industry changes that now allow such assets in employer-sponsored plans.
FAQ: Next Generation Trust Company and Alternative Assets for Retirement Plans

Next Generation Trust Company is a custodian of self-directed retirement plans, chartered in South Dakota, that helps clients include alternative assets in their retirement accounts.

The company wants to help advisors who may lack experience with alternative assets to offer these investment options to their clients, especially after recent regulatory changes allowing alternative assets in employer-sponsored plans.

A 2025 executive order by President Trump allowed alternative assets in employer-sponsored defined contribution plans, and brokerage firms like Charles Schwab began offering platforms for cryptocurrency futures, creating competition for advisors.

Clients can invest in real estate, precious metals, private placements, commodities, and many other alternative assets allowed in self-directed IRAs.

Next Generation acts as a full-service administrator and custodian, handling asset custody, administration, and transaction execution, while advisors maintain client relationships and continue billing on assets held by the firm.

Advisors can expand clients' access to alternative assets, enhance their income through broader client investments, and maintain valued client relationships without competing with Next Generation.

Next Generation is a neutral third-party custodian that does not compete with advisors, whereas brokerage firms like Schwab may directly compete with advisors by offering wealth management and advisory services.

Financial professionals can learn more at https://www.nextgenerationtrust.com/for-financial-professionals/ or read the full article at https://shorturl.at/QoiaP.

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