Self-Directed IRA Plans – What is a self-directed IRA – Next Generation Trust

Control Your Future, Today with Self-Directed Retirement Plans

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  • What is a…
    • What is a Self-Directed IRA?
    • What is a Traditional IRA?
    • What is a Roth IRA?
    • What is a SEP IRA?
    • What is a Simple IRA?
    • What is a HSA?
    • What is a Coverdell ESA?
    • What is a Missing Participant?
• New AccountsThis page will contain a list of account types and overview information
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• Client ResourcesIMPORTANT: Please be advised that our processing time is typically two business days upon receipt of correct documentation. The list below includes all client forms, including those used for establishing a new account, making changes to your account, or conducting a transaction. All forms contain fill-in fields, but must then be printed and signed. Once you have opened or downloaded the form, you may type into the fields you would like to complete, then print and sign each form. Some forms may be faxed or emailed to our office once they have been signed. Other forms require the original to be submitted. See the details of each form for more information. If you have any questions, please don’t hesitate to contact our office to discuss your particular situation. Quick Find Account Management Fee Information Funding Your Account Transaction Documentation Account Disclosures Make sure you have the latest version of Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader installed on your computer, download Acrobat Reader for free. Account Management Form Description General Application Use this General Application to open a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, or Health Savings Account. Please complete all sections completely and…
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