Next Generation Trust Company Works with Independent Financial Advisors to Broaden Clients' Retirement Plans with Alternative Assets

Next Ge e atio T ust Compa y Wo ks with I depe de t Fi a cial Adviso s to B oade Clie ts’ Reti eme t Pla s with Alte ative Assets

Custodia a d Admi ist ato of Self-Di ected IRAs E ables Fi a cial P ofessio als to P ovide Access to No t aditio al I vestme ts, Mai tai Clie t Relatio ships, Expa d I come Pote tial

ROSELAND, NJ, Ju e 30, 2026 /24-7P essRelease/ — Jaime Raskuli ecz, CEO of Next Ge e atio T ust Compa y, has published a a ticle o he fi m’s website to let i depe de t, fee-based fi a cial adviso s k ow that they ca wo k with he compa y to e able clie ts to expa d thei eti eme t po tfolios to i clude a b oad a ay of alte ative assets th ough self-di ectio .

The a ticle is i espo se to ece t cha ges i the eti eme t pla i dust y, followi g a executive o de i 2025 by P eside t T ump to allow the i clusio of alte ative assets i employe -spo so ed defi ed co t ibutio pla s, based o pla fiducia ies’ judgme t. This has led seve al b oke age fi ms to allow some alte ative assets i 401(k) pla s. I ea ly Ju e, the Cha les Schwab Co p. a ou ced a p op ieta y platfo m fo i vesti g i c yptocu e cy futu es alo g with the ope i g of doze s of offices fo wealth ma ageme t a d egiste ed i vestme t adviso s—moves that will be i di ect competitio with fi a cial adviso s who wo k at the fi m.

“Although b oke age fi ms a e g ee lighti g some alte atives like c yptocu e cy, ma y fi a cial adviso s may be tu i g clie ts away f om o t aditio al i vestme ts because they do ‘t have expe ie ce with o i -depth k owledge of those assets. That’s why we e cou age i depe de t, fee-based adviso s to wo k with Next Ge e atio a d help thei clie ts dive sify thei po tfolios with a t usted esou ce,” said Raskuli ecz.

Fo ma y yea s, the fi m, fou ded i 2004, has i vited i depe de t adviso s to wo k with the Next Ge e atio team o behalf of clie ts who wa t to i clude alte ative assets withi thei eti eme t pla s. Amo g the easo s Raskuli ecz cited fo havi g fi a cial p ofessio als wo k with he fi m a e:

• Expa di g clie ts’ access to eal estate, p ecious metals, p ivate placeme ts, commodities, a d ma y mo e alte ative assets allowed i self-di ected IRAs a d othe pla s.• The ease of wo ki g with a full-se vice admi ist ato a d custodia that will ha dle asset custody, admi ist atio , a d t a sactio executio .• The ability to mai tai valued clie t elatio ships a d co ti ue billi g o assets held by Next Ge e atio .• Oppo tu ities to e ha ce adviso i come th ough expa ded clie t i vestme ts.

“We a e eve i competitio with fi a cial adviso s a d look fo wa d to showi g mo e p ofessio als how Next Ge e atio ‘s adviso y st uctu e e ha ces thei p actice, with the pote tial to boost thei ow eve ue st eam,” said Raskuli ecz.

Read the full a ticle at https://sho tu l.at/QoiaP. Fi a cial p ofessio als ca lea mo e about this a a geme t he e.

About Next Ge e atio Next Ge e atio T ust Compa y is a custodia of self-di ected eti eme t pla s, cha te ed i South Dakota. Its siste fi m, Next Ge e atio Se vices, p ovides comp ehe sive accou t admi ist atio a d t a sactio suppo t. The eut al thi d-pa ty p ofessio als at Next Ge e atio expe tly guide clie ts a d thei t usted adviso s as pa t of thei white glove, pe so alized se vice fo a seamless t a sactio expe ie ce f om sta t to fi ish. They also educate co sume s a d p ofessio als about self-di ected eti eme t pla s a d the ma y alte ative assets these pla s allow. Fo mo e i fo matio , visit www.NextGe e atio T ust.com.

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