“Clients may come to their CPAs with questions about whether or not a certain investment strategy makes sense for their overall financial picture, so it’s important for accountants and other financial services professionals to understand self–direction.”
Roseland, NJ (PRWEB) June 07, 2013
Jaime Raskulinecz, founder and CEO of Next Generation Trust Services, LLC will be at Booth 111 during the 8th annual NJSCPA Convention & Expo, June 12-14 at Bally’s Hotel, 1900 Pacific Avenue in Atlantic City, N.J. Raskulinecz will be available to answer questions from attendees about self-directed retirement plans and discuss the many options and benefits of self-direction as a retirement wealth-building strategy.
The convention, sponsored by the New Jersey Society of Certified Public Accountants, draws together CPAs and other financial services professionals such as corporate controllers and CFOs, bankers and other lenders, and those in the real estate and legal fields.
“Clients may come to their CPAs with questions about whether or not a certain investment strategy makes sense for their overall financial picture, so it’s important for accountants and other financial services professionals to understand self–direction,” said Raskulinez. “For savvy investors who might already be making these alternative investments outside of their existing IRA, self-direction can be a great way for them to build a more eclectic retirement portfolio, with all the tax advantages of a regular IRA.”
Self-directed IRAs allow for a diverse array of nontraditional investments that include real estate, precious metals, hedge funds, unsecured loans, mortgages, commodities, and much more. Next Generation Trust provides comprehensive account management and transaction support for self-directed plans, as well as guidance and education about the regulations concerning the alternative assets allowed in these types of plans.
Attendees at the NJSCPA are encouraged to stop by Next Generation Trust Services’ booth for more information about self-directed retirement plans, contribution limits, prohibited transactions, and the role of the plan administrator. The company’s website, http://NextGenerationTrust.com also has information and valuable resources about self-directed IRAs, as well as online starter kits to open an account. For more information visit the website, email Info[at]NextGenerationTrust[dot]com, or call (888) 857-8058.
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.