Updated Online Customer Portal, Trust Accounting Software Will Provide More In-Depth Account Information for Account Holders of Self-Directed IRAs. Account holders at Next Generation Trust Services will soon have access to much more detail about their self-directed retirement plans when the firm updates its online account portal at the end of May.

Roseland, NJ (PRWEB) April 29, 2013

Account holders at Next Generation Trust Services will soon have access to much more detail about their self-directed retirement plans when the firm updates it online account portal at the end of May. The administrator of self-directed retirement accounts has continuously been updating its website and web-based customer service options over the past two years to accommodate its growing client base more efficiently.

In addition to a sleeker, more contemporary look, the customer service enhancements will allow account holders greater access to a broader range of pertinent account information regarding their self-directed IRAs. They will be able to view their account information in far greater detail than ever before, to sort their data along specific fields according to their preferences, and view long-term account history.

The new portal updates include the abilities to:

•     Print all pages of account reports in a printer-friendly format
•     Display account data in a grid format that can be grouped, sorted, and filtered
•     Split out and view all relevant account fees, contributions, and payee information
•     View performance return data, retirement portfolio balances, and transactions

“With self-directed retirement plans, the account holders make all their own investment decisions, and may invest in a diverse array of traditional and nontraditional assets,” said Jaime Raskulinecz, founder and CEO of Next Generation Trust Services. “Since our clients are responsible for doing their due diligence and researching their investments, it is important to us, as their account administrator, to provide them with as much account information as possible to guide their investing process, 24/7.” The firm recently introduced complimentary one-on-one consultations about self-direction as a retirement wealth-building strategy as part of its commitment to investor education and outreach.

Next Generation Trust’s clients invest in real estate, precious metals, commodities, hedge funds, loans, mortgages, private placements, and much more. Next Generation provides comprehensive account administration and transaction support for the self-directed IRAs.

When the new online portal goes live, clients will be prompted to update their account log-in information to provide additional account protections and to access all the new capabilities. Next Generation Trust will be sending emails out to its clients about the upcoming improvements and its staff is available during normal business hours to answer questions and assist clients.

For more information about self-direction or to open a self-directed IRA go to http:/www.NextGenerationTrust.com or call (973) 533-1880.

Latest Customer Service Enhancement from Administrator of Self-Directed IRAs Allows Investors to Choose Most Convenient Method and Time to Learn about Self-Direction. In response to client preferences, Next Generation Trust Services, LLC is now offering clients different ways to learn about self-direction as a retirement wealth-building strategy.

Roseland, NJ (PRWEB) April 11, 2013

In response to client preferences, Next Generation Trust Services, LLC is now offering clients different ways to learn about self-direction as a retirement wealth-building strategy. Effective immediately, the administrator of self-directed retirement plans is giving prospective and current clients the ability to schedule free one-on-one consultations with Next Generation Trust staff members in person, by phone, or with Skype.

“Investors may now receive personalized education about the many options and benefits of self-direction in the manner and at a time that is most convenient for them,” said Jaime Raskulinecz, founder and CEO of the firm. “In addition to phone consultations, they may also make appointments for in-person meetings at our office or via Skype.” Rather than attend on-site seminars at its Roseland, N.J. office as Next Generation Trust had been offering, investors can get the information they need from wherever they are, at any time during normal business hours. All consultations are free, with times available Monday through Friday from 9:00 a.m. to 5:00 p.m., EST.

Next Generation Trust Services provides comprehensive account administration and transaction support for self-directed retirement plans, in which individuals may invest in a broad array of nontraditional assets. Self-directed plans enjoy the same tax advantages of regular IRAs, but allow investors to build a more eclectic and potentially more lucrative retirement portfolio with alternative investments that are not allowed in typical retirement plans. These include real estate, precious metals, hedge funds, private placements, commodities, and much more.

All Next Generation Trust employees are cross-trained in order to respond quickly and efficiently to questions investors have about opening new accounts or about their transactions. With self-direction, investors make all their own investment decisions; however, as the account administrator, Next Generation Trust offers guidance about IRS regulations regarding allowed investments, disqualified individuals, and prohibited transactions as part of its full transaction support for clients. Last fall, the firm launched online Starter Kits, with downloadable forms to open various types of self-directed retirement accounts, for greater client convenience; many forms allow for electronic signatures as well to streamline the transaction process.

For more information about self-direction or to open a self-directed IRA go to http:/www.NextGenerationTrust.com or call (973) 533-1880.

Heather Lehne-Woolf is the Newest Employee of Growing Self Directed IRA Services Firm and Will Assist with Transactions and Marketing Development. Heather Lehne-Woolf has worked in New Zealand, Australia, and Hong Kong, but her latest assignment is in the Roseland, N.J. office of Next Generation Trust Services, LLC, a third-party administrator of self-directed retirement plans.

Roseland, NJ (PRWEB) March 28, 2013

Heather Lehne-Woolf has worked in New Zealand, Australia, and Hong Kong, but her latest assignment is in the Roseland, N.J. office of Next Generation Trust Services, LLC, a third-party administrator of self-directed retirement plans. Lehne-Woolf will apply her vast experience in marketing services, real estate, and recruiting to her new position at the self directed IRA services company. She is one of several planned new hires for 2013 at Next Generation Trust, which has seen triple-digit growth in assets held within clients’ self-directed retirement plans over the past two years.

Lehne-Woolf joins Next Generation Trust Services as an administrative assistant and will be training on the transaction process for self-directed retirement accounts to support the client services team. All employees at Next Generation Trust are cross-trained in order to maintain the high level of customer service and efficiency with which transactions are handled for the firm’s clients. The firm provides comprehensive account administration and transaction support for self-directed retirement plans, in which investors make their own investment decisions. Self-direction allows for a broad array of alternative assets such as real estate, precious metals, private placements, loans, hedge funds, and much more.

Lehne-Woolf has worked as marketing manager for the Australian office of global accounting firm, Deloitte Touche, and as marketing and advertising manager for two major legal recruitment firms in Hong Kong. She then moved to real estate and corporate relocations for expatriates moving to the bustling city. She is certified, trained, and qualified in dozens of software and management programs.

“Heather is certainly no stranger to acquiring new skills in new industries,” said Jaime Raskulinecz, founder and CEO of Next Generation Trust. “As part of her role here, she will be learning our complete transaction process in order to help clients and our team, and will put her formidable marketing skills to good use in assisting with our firm’s marketing development.”

For more information about self-direction or to open a self-directed IRA go to http:/www.NextGenerationTrust.com or call (973) 533-1880.

Administrator of self-directed IRAs adds directory of trusted partners, online payments, other enhanced features in response to client requests. Clients of Next Generation Trust Services, LLC, an administrator of self-directed retirement accounts, continue to enjoy improved customer service and account enrichment thanks to continuing updates to the firm’s website.

Roseland, NJ (PRWEB) March 15, 2013

Clients of Next Generation Trust Services, LLC, an administrator of self-directed retirement accounts, continue to enjoy improved customer service and account enrichment thanks to continuing updates to the firm’s website, http://NextGenerationTrust.com. In addition to recent innovations such as online starter kits for opening traditional, Roth, and SEP IRAs, existing clients may now reach out to trusted resources through Next Generation Trust’s Professional Resources Directory.

The directory, which was launched in February, lists trusted professionals that have worked with clients of Next Generation Trust Services in the following areas: nontraditional asset appraisers, ERISA (Employee Retirement Income Security Act) attorneys, non-recourse lenders, and CPAs and financial planners. The directory is provided as a courtesy by Next Generation Trust, since the firm does not recommend or endorse any professionals.

“Our clients want as much convenience as possible; they spoke and we listened,” said Jaime Raskulinecz, founder and CEO of the firm, which specializes in comprehensive account administration and transaction support for self-directed retirement accounts. “As much as technology allows us, we will continue updating and adding to our website to enhance the customer service experience for our client.”

The Next Generation Trust website also offers a full set of downloadable forms for opening accounts and managing transactions for any type of self-directed retirement account the firm administers, and clients may pay certain fees online. The staff posts information about legislation, trends in self-directed investing, and videos and online presentations about various aspects of investing as well on the Investor Awareness Resources section of the site.

Self-direction allows for a broad array of alternative assets not allowed in typical retirement plans, such as real estate, commodities, hedge funds, loans, precious metals, and much more. Individuals make all their own investment decisions, often based on investments they might already be making outside of their existing IRA. At the Next Generation Trust office, all employees are cross-trained to be able to answer clients’ questions more efficiently and to guide them through the transaction process safely and securely. In addition, Next Generation Trust offers free educational seminars and webinars throughout the year about self-direction and alternative investments, often in partnership with trusted professionals in related fields.

“We pride ourselves on providing the best customer service, not only in the retirement industry in particular, but in the financial services industry in general,” said Raskulinecz. “Clients can always call us during regular business hours with questions or for help making their transactions if they don’t wish to use the online forms and services.”

For more information about self-direction or to open a self-directed IRA go to http:/www.NextGenerationTrust.com or call (973) 533-1880.

Administrator of Self Directed Retirement Plans Will Be at Annual RITA and ABA Wealth Management Events. Changes in economic legislation and overcoming lingering challenges in the nation’s economy will be some of the topics on the agendas at two conferences in March that focus on the retirement industry and investments.

Roseland, NJ (PRWEB) February 27, 2013

Changes in economic legislation and overcoming lingering challenges in the nation’s economy will be some of the topics on the agendas at two conferences in March that focus on the retirement industry and investments. Next Generation Trust Services, LLC, a third-party administrator of self-directed retirement plans, will have a presence at both.

The company will exhibit at the ABA Wealth Management and Trust Conference, sponsored by the American Banking Association, March 3-5 in New Orleans, La. The conference will offer strategies for working with high-net-worth clients, and draws financial industry experts, wealth managers, and trust bankers. Next Generation Trust’s CEO, Jaime Raskulinecz, will attend “Raising the Bar—Self-Directed IRA Conference” on March 20-22, 2013 in Washington, D.C., sponsored by the Retirement Industry Trade Association (RITA), where she will be hearing the latest updates on issues that affect the self-directed retirement plan industry.

“This year’s ABA conference focuses on how to build financial planning and personal banking practices despite unpredictable market influences, and for certain savvy investors, investing in nontraditional assets through a self-directed IRA could be a highly effective wealth-building strategy,” said Raskulinecz. “As the popularity of self-direction grows, financial services professionals need to educate themselves about the options and benefits of this retirement strategy, so they can better guide their clients and answer questions they might have.”

Self-direction allows for a broad array of alternative investments including real estate, private placements, unsecured loans, precious metals, and commodities. The investment decisions are made by the individual account holder and the assets are held by third-party administrators such as Next Generation Trust Services. Raskulinecz noted that independent fee-based financial planners can earn commissions on those assets held by Next Generation Trust that they are advising their clients on.

The RITA conference will feature seminars about anti-fraud measures, compliance, best practices in the retirement industry, updates on IRA regulations, social media marketing, and a panel discussion on crowdfunding, one of the most important investment topics in 2013.

“It is critical in our business to stay abreast of all the regulatory practices, and investment updates and trends, so we can share this knowledge with our clients,” said Raskulinecz, who provides free educational seminars about self-directed retirement accounts to investors, financial advisors, and real estate professionals throughout the year. “RITA conferences provide administrators of self-directed retirement accounts with the information we need to help our clients, and to help us grow our businesses.” Next Generation Trust Services is a member of RITA, a professional trade association committed to the continued growth and expansion of self-directed retirement plan administration.

For more information about self-direction or to open a self-directed IRA go to http:/www.NextGenerationTrust.com or call (973) 533-1880.

Administrator of Self Directed Retirement Plans Will Waive Set-Up Fees for New Self-Directed SEP IRAs until April 15 to Help Encourage Saving for Retirement. The IRS has increased the contribution limits allowed for retirement plans, and changes in tax structures could benefit many business owners and self-employed entrepreneurs who are saving for retirement.

Roseland, NJ (PRWEB) February 12, 2013

The IRS has increased the contribution limits allowed for retirement plans, and changes in tax structures could benefit many business owners and self-employed entrepreneurs who are saving for retirement. Next Generation Trust Services, LLC, an administrator of self-directed retirement accounts, is reminding them that now is a great time to consider opening a Simplified Employee Pension Plan (SEP).

A SEP plan provides employers and the self–employed with a simplified way to make to contributions toward their own and their employees’ retirement. The expanded contribution limits promote greater retirement savings and the potential for beneficial tax deductions. Contributions are made directly to traditional IRAs (SEP IRAs) set up for employees and owners. A business of any size can establish a SEP.

Jaime Raskulinecz, founder and CEO of Next Generation Trust Services, said that the new tax rates make it an attractive time to open a retirement account as a counter-measure to potential tax increases. She notes that many people make New Year’s resolutions about taking control of their retirement savings that they put off; she encourages people not to put this on hold any longer for several important reasons.

•     Tax deductions

“Self-employed and small-business owners who are looking for additional deductions to offset any tax increase will benefit from funding a retirement account, now and in the future,” she said.

The IRS raised the limit of allowed contributions for 2013 which provides additional retirement savings as well as a higher tax deduction. The IRS has widened federal income tax brackets and increased certain exemptions, deductions, and credits. Some itemized deductions are being phased out for high-net-worth individuals. There are also changes to how long-term capital gains and qualified dividends are taxed. Complete details on changes in the tax structure this year are available at http://www.irs.gov.

•     Social security insecurity

Raskulinecz said the talk of cutting social security benefits and/or increasing the retirement age to qualify is an important factor to consider.

“Working people today might see their future social security benefits cut as the federal government tries to balance the budget. Therefore, they cannot rely on receiving those benefits the same way their parents did. Making disciplined deposits into an IRA is the best way to ensure you have enough saved for retirement.”

•     Employee benefits

Employers who set up simplified employee pension plans provide an attractive benefit for employees (or for themselves, if self-employed) as well as a tax benefit for their companies.

Self-directed retirement accounts—including SEP IRAs, traditional and Roth IRAs, HSAs, 401(k) plans, and Coverdell accounts—allow for a broad array of nontraditional investments that are prohibited from the typical retirement accounts offered through financial institutions. In self-direction, the investors make all their own investment decisions, usually based on assets they know and understand, and might already be investing in outside of their existing retirement plan. More information about self-directed retirement plans is available at Next Generation Trust Services.

As an additional incentive to help small-business owners and self-employed individuals start saving for retirement, Next Generation Trust Services is waiving its set-up fees for SEP accounts opened now through April 15, 2013, the filing deadline for tax returns. Contact Next Generation for details.

“We do not give investment advice but we do provide guidance about retirement plans and self-direction,” said Raskulinecz. “I recommend that anyone—employer or employee—get started as early as possible on saving for retirement. Setting up automatic withdrawals from regular paychecks throughout the year is a great way to enforce saving, since not everyone can make a large lump-sum IRA contribution before the tax deadline.”

Next Generation Trust Services offers free educational seminars and webinars throughout the year to help investors and their trusted advisors learn more about the growing trend toward self-direction as a retirement strategy. The firm’s popular series, Self-Directed 101 and Self-Directed 201 continue monthly on Wednesdays; a full schedule of upcoming events is available at http://NextGenerationTrust.com/events.

For more information about self-direction or to open a self-directed IRA go to http:/www.NextGenerationTrust.com or call (973) 533-1880.

Administrator of Self-Directed Retirement Accounts Welcomes Matthew Zidow to its Growing Staff. Matthew Zidow, former manager of thinkorswim, Inc. by TD AmeriTrade, has joined Next Generation Trust Services, LLC as its operations manager.

Roseland, NJ (PRWEB) January 29, 2013

Matthew Zidow, former manager of thinkorswim, Inc. by TD AmeriTrade, has joined Next Generation Trust Services, LLC as its operations manager. He brings his experience in financial operations, futures, team supervision, and retirement account processing and paperwork management to bear on his work with Next Generation Trust, a third-party administrator of self-directed retirement accounts.

Zidow worked with thinkorswim, an elite-level trading platform for options, trade equities, futures, and the foreign exchange market from its early startup days through its acquisition and incorporation as a TD AmeriTrade division for the past six years.

“Matt is a perfect match for us at this point in our evolution,” said Jaime Raskulinecz, founder and CEO of Next Generation Trust Services. “He comes to us with proven expertise in retirement account management and IRS compliance, alternative investments such as private placements and options trading, and all aspects of operations management. As our clientele expands—and with it, the types of nontraditional assets our clients are investing in—Matt will bring the needed operational guidance and organization to our company that will ensure more streamlined operations and excellent customer service.”

Next Generation Trust Services provides comprehensive account administration and transaction support for self-directed retirement plans, in which the account holders make all their own investment decisions. Self-direction allows for a broad array of nontraditional assets—including commodities, futures, and private placements—as well as real estate, tax liens, precious metals, loans, and much more. Next Generation Trust holds the assets and manages all the transactions for its clients to ensure transactions are done securely and in full compliance with IRS regulations.

Zidow joins the Next Generation Trust team as it prepares for its continued growth—it now manages assets of just under half a billion dollars, more than double the amount held a year ago—as well as changes coming to the retirement industry this year; these include the ending of limitations on 401(k) plan conversions from traditional to Roth 401(k)s, and the anticipated SEC approval of crowdfunding, which will enable average investors to invest in startups without the restrictions formerly placed on venture capital and private placements.

“My experience with futures and international markets, the entire range of retirement accounts, and staff supervision and development, will allow me to help Next Generation Trust reach new markets,” said Zidow. “We will continue to refine all the internal systems and procedures, to ensure each client transaction is as smooth as possible and meets government regulations.” Next Generation Trust has been steadily upgrading its office technology, website features, and customer service amenities over the past year.

Next Generation Trust Services offers free educational seminars and webinars throughout the year to help investors and their trusted advisors learn more about the growing trend toward self-direction as a retirement strategy. The firm’s popular series, Self-Directed 101 and Self-Directed 201 continue monthly on Wednesdays; a full schedule of upcoming events is available at http://NextGenerationTrust.com/events.

For more information about self-direction or to open a self-directed IRA go to http:/www.NextGenerationTrust.com or call (973) 533-1880.

Former Restrictions Lifted in Fiscal Cliff Bill, Says Administrator of Self-Directed Retirement Accounts. As part of the budget legislation passed on January 1, 2013, owners of traditional 401(k) plans may now convert any amount of those funds into Roth 401(k) designations if these plans are offered by their employers.

Roseland, NJ (PRWEB) January 18, 2013

As part of the budget legislation passed on January 1, 2013, owners of traditional 401(k) plans may now convert any amount of those funds into Roth 401(k) designations if these plans are offered by their employers. Jaime Raskulinecz, CEO of Next Generation Trust Services, LLC, which manages self-directed retirement plans, explained that this new bill will allow more employees to take advantage of tax-free earnings upon their retirement.

“Conversions to Roth 401(k) plans had previously been limited to certain funds and to plans that allowed the switches,” said Raskulinecz. “Any amount may now be transferred from existing 401(k) accounts into Roth 401(k) plans, which means more people will be able to withdraw tax-free dollars when they retire.” There are currently $5 trillion in employer-sponsored defined benefit contribution plans, with $3.5 trillion of that in 401(k)s.

In traditional 401(k) plans savings grow tax-deferred and taxes are paid on the income when the money is withdrawn. With Roth plans, investors pay taxes on the contributions up front and enjoy tax-free withdrawals later.

Raskulinecz added that in addition to dropping restrictions on the type of funds that can be converted, age limits are also eliminated; therefore, younger employees may wish to convert some of their 401(k) funds to Roth plans, and allow the money to earn tax-free interest over a longer period of time.

Next Generation Trust Service’s clients own self-directed retirement plans, in which the investors make all their own investment decisions and may invest in a broad array of nontraditional assets such as real estate, tax liens, precious metals, loans, and much more. Next Generation Trust holds the assets and manages all the transactions for its clients to ensure transactions are done securely and in full compliance with IRS regulations. Self-employed consultants, sole proprietors, and contractors may open self-directed single 401(k) plans for themselves.

“Just as we caution our clients with self-directed retirement accounts to do their due diligence and research their investments fully, we also caution employees with 401(k) plans to ask a lot of questions and make sure that converting funds to a Roth401(k) makes sense for them,” said Raskulinecz. “Individual circumstances and financial goals differ and we strongly recommend people consult their financial advisors before converting any funds.”

Next Generation Trust Services offers free educational seminars and webinars throughout the year to help investors and their trusted advisors learn more about the growing trend toward self-direction as a retirement strategy. The firm’s popular series, Self-Directed 101 and Self-Directed 201 continue monthly on Wednesdays; a full schedule of upcoming events is available at http://NextGenerationTrust.com/events.

For more information about self-direction or to open a self-directed IRA go to http:/www.NextGenerationTrust.com or call (973) 533-1880.

Administrator of Self-Directed Retirement Plans Will Speak at FortuneBuilders Conference, Host Investment Webinars in January. Representatives of Next Generation Trust Services, LLC, an administrator of self-directed retirement plans, will participate in educational programs, speaking engagements, and a national conference in January.

Roseland, NJ (PRWEB) December 26, 2012

Representatives of Next Generation Trust Services, LLC, an administrator of self-directed retirement plans, will participate in educational programs, speaking engagements, and a national conference in January. The events are in collaboration with various strategic partners that Next Generation Trust has cultivated over the years, as a trusted resource in the retirement industry.

Attendees of these events will learn valuable insights about the many options and benefits of self-directed retirement plans, which allow for a broad array of nontraditional investments. These events are as follows:

• Next Generation Trust Services will exhibit at the Heckerling Institute on Estate Planning at the Orlando World Center Marriott Resort in Orlando, Fla., January 14-18, 2013. The annual event is the nation’s leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals. New Accounts Specialist Jared Lopez will share insights into the alternative investments allowed within self-directed retirement and explain the types of prohibited transactions and disqualified individuals associated with self-direction.
• On January 19-20, 2013, Jared Lopez will address attendees at the FortuneBuilders Private Money Boot Camp at the Westin Gaslamp Hotel in San Diego, Calif., where he will present “Understanding a Self-Directed IRA and Raising Private Money.” Ranked by Inc. Magazine’s prestigious Inc 500 list for three consecutive years, FortuneBuilders is the premier real estate investment education company in the country, and educates and coaches real estate investors with a variety of online courses and tools, DVDs, and live events.

“We feel strongly about the word ‘trust’ in the Next Generation Trust Services name, and look to CEO Jaime Raskulinecz and her staff as our preferred sources for educational information and guidance about self-directed retirement plans,” said Paul Esajian, co-founder of FortuneBuilders Inc. “I know that boot camp attendees will walk away with valuable information about self-directed retirement accounts that they can put into action to build more creative, and potentially more lucrative retirement portfolios.”

Esajian, his brother JD, and Than Merrill—co-founders of FortuneBuilders—are a featured flip team on the popular A&E television series, “Flip This House,” where they have become familiar to millions of American households. Since first meeting Raskulinecz at a conference in 2005, the FortuneBuilders partners and team chose Next Generation Trust Services to manage their own self-directed accounts and refer their students there for self-directed retirement plans.

• Investors interested in learning more about single-member LLCs are invited to participate in a free one-hour webinar on Thursday, January 24, 2013 at 1:00 p.m. titled “Investments into LLCs Using Your IRA.” The guest presenter is Mathew N. Sorensen of KKOS Lawyers. The webinar will explain how LLCs work as investments in self-directed retirement portfolios; why it is important to understand how to make investments in an LLC; IRS concerns and red flags; and why investors should have a knowledgeable ERISA attorney advising them. To register go to Next Generation Events Page and follow the instructions for the webinar.

“LLCs are the most misunderstood investments people are looking to make using their IRAs,” said CEO Raskulinecz, “and there is real potential for investors to inadvertently make prohibited transactions. As self-directed retirement plans become more popular, we understand how important it is to continue educating the public about the various aspects of self-direction.”

Next Generation Trust Services offers free educational seminars and webinars throughout the year to help investors and their trusted advisors learn more about the growing trend toward self-direction as a retirement strategy. The firm’s popular series, Self-Directed 101 and Self-Directed 201 continue monthly on Wednesdays; a full schedule of upcoming events is available at http://NextGenerationTrust.com/events.

For more information about self-direction or to open a self-directed IRA go to http:/www.NextGenerationTrust.com or call (973) 533-1880.