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Next Generation Sales & Marketing Director Shares Insights into Self-Directed Investing on #1 Leading Ladies Podcast

Brittany Melville Discusses Using Funds from Existing Workplace Retirement Plans or IRAs to Fund a New Self-Directed IRA, Take Advantage of Opportunities to Invest in Alternative Assets

ROSELAND, NJ, April 04, 2020 /24-7PressRelease/ -- Brittany Melville, director of marketing and sales for Next Generation, a specialist in self-directed retirement plans, was recently interviewed on the #1 Leading Ladies podcast. The topic was "How to Invest Today with Your IRA and 401(k)." The show, which airs on Spotify, is hosted by real estate investor Kaylee McMahon, who specializes in multifamily syndications. The full interview is available at https://spoti.fi/2R024tc.

McMahon said she often hears that lack of cash prevents people from investing in real estate and other assets. Melville explained that individuals with workplace retirement plans, such as a 401(k), 403(b), certain pension plans as well as IRAs can use funds from these to establish a new self-directed retirement plan, rather than rely on disposable income, to start investing in alternative assets.

"Cash might be tight, but individuals can open a new self-directed IRA and roll over their old workplace retirement plans or transfer funds from their existing plans to get started," explained Melville, who walked through the steps to open and fund a new self-directed account using an existing 401(k) or IRA. "The self-directed IRA can also partner with another account on a nontraditional investment."

"After executing the rollover or fund transfer into a new self-directed IRA, individuals can invest in real estate, private equity, promissory notes, joint ventures, syndications and more. These enable investors to diversify their retirement portfolios outside of publicly traded assets, allow them to include investments they feel strongly about and provide an excellent hedge against stock market volatility, which is out of their control." Self-directed retirement accounts may include a broad array of investments beyond stocks, bonds and mutual funds.

Melville said that a key to be a successful self-directed investor is to educate oneself about the steps necessary to set up an account, the transaction process and the IRS regulations regarding self-directed investments. The company offers a whitepaper library, on-demand webinars and other educational materials on its website, www.NextGenerationTrust.com. Individuals may also sign up for the company newsletter, ask questions via live chat, or register for a complimentary educational session.

Next Generation will be hosting a free webinar with McMahon on April 28 on including multifamily real estate investments in a self-directed IRA. For information or to register, go to https://landing.nextgenerationtrust.com/webinar-multifamily-real-estate-self-directed-iras.

About Next Generation
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.

Self-directed retirement plans allow for a broad array of alternative assets to be included in them, with the same tax advantages as typical retirement plans offered by banks and brokerage houses. Among those assets are real estate, private equity, unsecured and secured loans, precious metals and more. As self-directed investors, account owners make all their own investment decisions and conduct their due diligence on the nontraditional investments they wish to include, in order to build a more diverse retirement portfolio.

Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. The neutral third-party professionals at Next Generation expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com. Alternatively, you can reach Next Generation directly via phone at 888.857.8058 or via e-mail at NewAccounts@NextGenerationTrust.com.

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