Self-Directed IRA Administrator Will Present Free Webinar on Roth IRA Conversions July 12

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Next Generation Trust Services Representative Will Join Investment Adviser/Author to Share Tips on Tax Strategies and Retirement Planning. Next Generation Trust Services, LLC, a third-party administrator of self-directed IRAs, will present a free webinar called “Maximizing Roth Conversions” with investment adviser Joe Luby, CFP of Jagen™ Investments LLC on Thursday, July 12, 2012 from 1:00-2:00 p.m. (EST).

Jaime Raskulinecz, CEO, Next Generation Trust Services

Jaime Raskulinecz

We are happy to work with Joe Luby, CFP to provide this educational material to our clients and prospects, said Jaime Raskulinecz, CEO, Next Generation Trust Services.

Next Generation Trust Services, LLC, a third-party administrator of self-directed IRAs, will present a free webinar called “Maximizing Roth Conversions” with investment adviser Joe Luby, CFP of Jagen™ Investments LLC on Thursday, July 12, 2012 from 1:00-2:00 p.m. (EST). The program will provide information about self-directed IRAs, tips about the best time to convert a traditional IRA to a Roth IRA, and advanced tax strategies to reduce, offset, or eliminate the tax implications associated with large Roth conversions. A Q&A session will follow immediately after the presentation.

Luby, a specialist in wealth management and preservation through alternative investing, is the author of “Keep It! Advanced Tax Strategies for IRAs”; the book addresses the benefits of self-directed investing in nontraditional assets through traditional and Roth IRAs. Joining him will be Jared Lopez, new accounts specialist for Next Generation Trust Services, who will provide information about self-directed IRAs and the different kinds of nontraditional investments allowed within these accounts. Some points that Luby will cover are:

  •     Advanced planning solutions for Roth conversions.
  •     How to maximize tax-free wealth accumulation and wealth transfer via Roth accounts
  •     Solving the Roth conversion tax problem

Next Generation Trust Services offers free educational seminars and webinars throughout the year for individuals and financial professionals throughout the year about self-direction as a retirement wealth-building strategy. To register for the free webinar on July 12, contact Next Generation Trust Services at (888) 857-8058 or Events(at)NextGenerationTrust(dot)com.

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 or 888-857-8058, or e-mail Info(at)NextGenerationTrust(dot)com.

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Jaime Raskulinecz
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