Blog

Age is More than Just a Number

When it comes to planning for retirement, everyone should be aware of certain milestones because everyone starts and stops at different times in their lives. Your retirement age could differ from your friends, coworkers, or relatives, but what matters most is knowing the four milestone ages that are important to the growth of your retirement…
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WINTER WEATHER ADVISORY – MARCH 14TH, 2017

On March 14th, 2017 Next Generation Trust Services will be closed due to inclement weather. We will be checking email and voicemail remotely as often as possible. Thank you for your patience and we hope you stay safe in the blizzard!
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2017 Tax Day Promotion!

At Next Generation, we believe you deserve credit for opening a self-directed retirement account.That’s why, now through April 18, 2017, Next Generation Trust Services is giving new clients a very special offer with our Tax Day Special: Open a new self-directed retirement plan by April 18, funded with a rollover or a transfer of funds…
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Have You Completed Your IRA Rollover Correctly?

Rolling funds over from one retirement plan to another is not always as easy as it sounds. Direct and indirect rollovers have specific applications and IRS rules, which must be followed carefully to avoid ending up in tax court. Therefore, it is important to know all the ins and outs of the rollover process and…
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What Would The Three Bears Say About YOUR Retirement Fund?

Are you saving too little, too much (is that even possible?) or just enough? The Bureau of Labor Statistics states that roughly half of United States workers participate in a workplace retirement savings plan.   However most of those participants do not calculate how much money they’ll need to fund their retirement,  let alone check to…
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CLIENT ADVISORY

This upcoming Friday, February 26th, 2017, the InnoVue portal will be under maintenance. The necessary downtime for this purpose will start at 12 AM EST and last for a few hours. During this time you will not be able to access your InnoVue account.  We apologize in advance for any inconveniences. But don't worry, all…
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Increased IRS Scrutiny? We Can Handle It!

At Next Generation Trust Services, we want to protect the tax-advantaged status of your account. IRAs holding non-traditional assets are being placed under increased scrutiny by the IRS because of the higher likelihood that a prohibited transaction will take place and/or proper vales will not be reported. Because of the increased scrutiny from the IRS,…
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The GAO Report and Self-Directed IRAs

GAO Report The Government Accountability Office (GAO) recently released a publication on January 9th titled Improved Guidance Could Help Account Owners Understand the Risks of Investing in Unconventional Assets. IRAs have become an integral part of retirement savings for many, and more people are beginning to branch out from more traditional assets in favor of…
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February 9th, 2017 – Closed Due to Weather

Due to local weather conditions, Next Generation Trust Services in Roseland, New Jersey will be closed Thursday, February 9th, 2017. Should you have any questions please feel free to email Info@NextGenerationTrust.com or leave a message at 888.857.8058. We will resume normal business hours Friday. February 10th, 2017.
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