Alternative Asset Spotlight: Private Credit Investments in a Self-directed IRA
December 9, 2024
Private credit (also called private debt) is an alternative asset allowed in a self-directed IRA. Private credit enables small or middle-market companies to borrow needed...
Generation X Savers: Are They Prepared Enough for Their Upcoming Retirement Years?
November 18, 2024
The oldest Gen X members turn 60 next year and many are concerned they have not saved enough for retirement due to factors that threaten their retirement security. Gen Xers...
Looking Ahead to 2025: Upcoming Changes to IRAs and 401(k)s That May Affect Your Retirement
November 4, 2024
Next Generation shares upcoming changes to be implemented in 2025 that affect SIMPLE IRAs, Traditional and Roth IRAs, and 401(k)s. Updates include higher contribution limits...
Maximizing Investment Flexibility by Switching Your Self-Directed IRA Custodian
October 21, 2024
To transfer your SDIRA for flexibility and more SDIRA investment options, contact Next Generation Trust Company to learn how we help clients switch IRA firms with confidence,...
