Next Generation Trust Company, a custodian of self-directed retirement plans, has published an article by CEO Jaime Raskulinecz highlighting how independent, fee-based financial advisors can work with the firm to broaden clients' retirement portfolios with alternative assets. The article addresses recent shifts in the retirement plan industry, including a 2025 executive order by President Trump allowing alternative assets in employer-sponsored defined contribution plans at fiduciaries' discretion, and subsequent moves by brokerage firms like Charles Schwab to include cryptocurrency futures in 401(k) plans.
Raskulinecz noted that while some brokerages are greenlighting certain alternatives, many advisors lack experience with nontraditional investments and may turn clients away. She urges advisors to partner with Next Generation, which has specialized in self-directed IRAs since 2004, to offer clients access to real estate, precious metals, private placements, commodities, and more. The firm provides full-service custody, administration, and transaction execution, allowing advisors to maintain client relationships and continue billing on assets held by Next Generation. This partnership also offers opportunities to enhance advisor income through expanded client investments.
"We are never in competition with financial advisors and look forward to showing more professionals how Next Generation's advisory structure enhances their practice," said Raskulinecz. Financial professionals can learn more about this arrangement here.
Next Generation Trust Company, chartered in South Dakota, and its sister firm Next Generation Services provide comprehensive account administration and transaction support with a white-glove, personalized approach. They also educate consumers and professionals about self-directed retirement plans and alternative assets. For more information, visit www.NextGenerationTrust.com.
