Next Generation Trust Services, Administrator of Self-Directed IRAs, to Exhibit at Annual NAPFA Conference of Independent Fee-Based Financial Planners in May

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Next Generation Trust Services to exhibit at Annual NAPFA Conference of Independent Fee-Based Financial Planners in May. Administrator of self-directed IRAs to educate personal financial advisors on the options and benefits of diversifying investments through self-direction.

Jaime Raskulinecz, CEO, Next Generation Trust Services

Jaime Raskulinecz

“With the unpredictable stock-and-bond markets, savvy investors are looking into self-direction, especially if they are already investing in the allowed alternative investments outside of their regular IRAs,” said Raskulinecz.

Next Generation Trust Services, LLC, a third-party administrator of self-directed IRAs based in Roseland, N.J., will exhibit at the national conference of the National Association of Personal Financial Advisors (NAPFA) conference from May 8-11, 2012 at the Hilton Chicago in Chicago, Illinois. Representing Next Generation Trust Services will be founder and CEO Jaime Raskulinecz and Linda Varas, Principal.

Next Generation Trust Services provides comprehensive account administration and transaction support for self-directed IRAs. The firm works with independent fee-based financial advisors and their clients who wish to make their own investment decisions about a broader array of assets that are allowable in self-directed IRAs. These nontraditional investments include real estate, precious metals, commercial paper, loans, mortgages, commodities, and much more. Individuals who already know and understand these alternative investments may build a more eclectic retirement portfolio through a self-directed IRA, with the same tax advantages of typical retirement accounts.

“As investors become more aware of all the options available through self-direction, it becomes more important for their trusted financial advisors to learn as much as they can about this retirement wealth-building strategy,” said Raskulinecz. “They need to be able to answer their clients’ questions, and learning about self-direction will help them provide the best advice to their clients,” she added. In addition, Raskulinecz said that financial advisors may earn fees on those nontraditional investments held by Next Generation Trust Services as long as they are advising their clients on those assets—or they may invest in these assets themselves within their own retirement portfolios.

Raskulinecz and her team offer free educational seminars throughout the year on the topic of self-directed IRAs to individuals, financial planners, CPAs, and attorneys involved in estate and retirement planning, and have led workshops for continuing education (CE) credits for the New Jersey Society of CPAs and some NAPFA Study Groups. At prior NAPFA conferences, they have led study groups for which participants earn CE credits, part of Next Generation Trust’s commitment to educating more people about the many options and benefits of self-direction.

“With the unpredictable stock-and-bond markets, savvy investors are looking into self-direction, especially if they are already investing in the allowed alternative investments outside of their regular IRAs,” said Raskulinecz.

Next Generation Trust Services does business globally and provides valuable resources through its website, http://NextGenerationTrust.com. For more information about self-directed IRAs, visit the website or call (973) 533-1880.

About Next Generation Trust

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.

About The National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of fee-only financial advisors. Founded in 1983, the association provides support and education for over 2400 members nationwide. It has developed high standards in the financial planning field, and requires that each advisor sign and renew a fiduciary oath yearly and subscribe to NAPFA’s code of ethics. For more information visit http://www.napfa.org.

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