Next Generation Launches Resources to Help Financial Advisors Guide Clients Toward Alternative Investments in Self-Directed IRAs

Next Generation, a company specializing in self-directed retirement plan administration and custody, has unveiled a dedicated website page and support resources targeting financial advisors whose clients seek to diversify retirement holdings through alternative investments. Unlike conventional IRAs restricted primarily to stocks, bonds, and mutual funds, self-directed plans permit inclusion of assets such as real estate, precious metals, private equity, and royalties. Jaime Raskulinecz, Next Generation's founder and CEO, stated the initiative aims to help advisors expand client investment horizons, thereby enhancing the advisor-client relationship.

The new materials outline self-directed IRA fundamentals and the variety of alternative assets permissible under these plans. Raskulinecz emphasized that many individuals already invest in such asset classes outside their existing IRAs, potentially unaware they can incorporate them into a self-directed IRA for tax-advantaged retirement growth. Next Generation reviews all transactions prior to executing client investment instructions, with clients making independent decisions based on assets they comprehend. The company's Information & Education tab provides advisors with talking points to discuss self-direction as a retirement wealth-building strategy with interested clients.

Acknowledging the significance of the advisor-client dynamic, Next Generation's advisory framework allows independent, fee-based professionals to direct client investments according to existing advisory agreements and earn fees on assets the company custodies. This approach supports advisors in navigating the complexities of alternative investments while maintaining their advisory role. The resources address a growing investor appetite for portfolio diversification beyond traditional markets, reflecting broader trends in retirement planning. By equipping advisors with educational tools, Next Generation facilitates informed discussions about alternative assets' potential role in long-term financial security, aligning with evolving retirement investment preferences.