Next Generation Trust Services Celebrates First Anniversary as Independent Financial Services Firm Specializing in Self-Directed IRAs

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Jaime Raskulinecz, founder and CEO of Next Generation Trust Services, LLC, has a lot to celebrate as the new year begins, including her firm’s one-year anniversary of becoming a truly independent operation in January 2011. In that year, the firm, a third-party administrator of self-directed retirement plans, has undergone extensive corporate rebranding, upgraded its website and back-office technology, added staff, and continues to grow in assets held.

Jaime Raskulinecz, CEO, Next Generation Trust Services

Jaime Raskulinecz

People want to fund retirement accounts but are seeking alternatives to the stock market roller coaster of the past decade. For many investors, self-directed IRAs are a great way to build their retirement wealth, with investments they know and understand.

Jaime Raskulinecz, founder and CEO of Next Generation Trust Services, LLC, has a lot to celebrate as the new year begins, including her firm’s one-year anniversary of becoming a truly independent operation in January 2011. In that year, the firm, a third-party administrator of self-directed retirement plans, has undergone extensive corporate rebranding, upgraded its website and back-office technology, added staff, and continues to grow in assets held.

Raskulinecz started the company in 2004 as part of a national network of self-directed IRA administrators; after growing the firm’s assets held to $150 million within the first five years she decided to break away from the network and become truly independent. In January 2011, the firm emerged as Next Generation Trust Services and it’s been a whirlwind ever since.

“We have added support staff to handle the many inquiries that have been coming into our office regarding self-directed IRAs and have upgraded our servers to handle our communications and transactions more efficiently and securely,” said Raskulinecz, who added that the increase in sales leads and prospect inquiries at Next Generation Trust could signal a positive change coming for investors and investment markets in 2012.

“People want to fund their retirement accounts but are seeking alternatives to the stock-bond-mutual fund roller coaster of the past decade. For many savvy investors, self-directed IRAs are a great way to build their retirement wealth, with investments they already know and understand.” Next Generation Trust Services specializes in comprehensive account administration and transaction support for individuals who choose to self-direct their retirement accounts. The firm holds nearly $200 million in assets today.

Unlike regular IRAs, self-directed retirement accounts allow for a diverse array of nontraditional investments including real estate, precious metals, private placements, commercial paper, mortgages, unsecured loans, and much more. Individuals make all their own investment decisions, often with investments they might already be investing in outside of their existing IRAs. Self-directed accounts enjoy all the tax advantages of regular IRAs; the self-directed assets are held by a neutral third-party administrator such as Next Generation Trust Services.

New Company, New Look, New Marketing Efforts

Since its re-launch last January, Next Generation Trust Services designed a new logo, created all new marketing materials, and is continually updating its website, http://NextGenerationTrust.com to provide more information for current and prospective clients.

Blog posts, social media updates, and electronic newsletters support the company’s marketing efforts, which extend beyond print and digital. Raskulinecz, Operations/Compliance Manager Jennifer Bzik, and marketing assistant Jared Lopez frequently present free educational seminars about self-direction to individuals and their advisors; Next Generation Trust Services is also a frequent exhibitor at regional trade shows and national industry conferences for professionals such as CPAs, financial planners, attorneys, and realtors, to educate them on how their clients could build their retirement savings with a self-directed IRA.

As the company has grown, so has the need for increased file security. “Although we are based in northern New Jersey we do business globally through our website,” noted Raskulinecz. “Therefore, we have implemented new technology that provides more internal security to safeguard account transactions and e-mails, and make in-house operations more efficient.”

In addition to tighter cyber-security measures, a new server is in place that operates with greater speed and can handle larger computing loads. The enhanced computing power will also help the company expand online capabilities for clients in the near future.

“2011 was such an exciting year for us,” said Raskulinecz. “We’re looking forward to our continuing evolution and what this year will bring.” For more information about self-directed IRAs, contact Next Generation Trust Services at (888) 857-8058, Info(at)NextGenerationTrust(dot)com, or visit http://NextGenerationTrust.com.        

About Next Generation Trust Services

Next Generation Trust Services (NGTS), headquartered in Roseland, New Jersey, is a professional third-party administrator of self-directed retirement plans. NGTS provides education, administrative support, and account maintenance to individuals interested in self-directing their retirement portfolios with a wide variety of investments that are not typically found in an IRA, such as real estate, precious metals, notes and mortgages, private placements, accounts receivables, limited partnerships, hedge funds, and much more. Next Generation Trust Services serves clients globally via its website, http://www.NextGenerationTrust.com. For more information on self-directing a retirement plan, call 973-533-1880, 888-857-8058 (toll free), or e-mail Info(at)NextGenerationTrust(dot)com.

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