Category Archives: NGTS Client Advisories

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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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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Fair Market Values and Self-Directed IRAs

Every year, IRA account administrators are required to file Form 5498 on behalf of their clients. Form 5498 reports the fair market value (FMV) of the IRA as of December 31st of every year to you and the IRS.. You can find the form here. With the growing popularity of self-directed retirement plans, the IRS…
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Were You Affected by Hurricane Matthew? Beware Investment Scams

Unfortunately, scammers take advantage of Americans’ difficult circumstances when disasters hit, and it seems Hurricane Matthew is no exception. We’re all familiar (unfortunately) with Ponzi schemes and false trading programs that guarantee high returns. According to the SEC’s Office of Investor Education and Advocacy, there are investment scams related to this recent natural disaster to…
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Holiday Hours

Please be advised that Next Generation Trust Services will be closing on Friday at 2 pm, and be closed on Monday in observance of the 4th of July. Our office will be open with normal business hours on Tuesday at 8:30 am. Thank you and we hope you have a wonderful weekend!
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Next Generation Holiday Closing: May 30th

ATTENTION: Please be advised that on Monday, May 30th, Next Generation Trust Services will be closed in observance of Memorial Day. Any clients with time sensitive questions or concerns, please get in touch with an Account Representative at your earliest convenience.
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DeAnna Vecchio of Montclair is Promoted to Client Service Manager of Next Generation Trust Services

DeAnna Vecchio of Montclair is Promoted to Client Service Manager of Next Generation Trust Services  ROSELAND, N.J., April 15, 2016 – DeAnna Vecchio has been helping clients of Next Generation Trust Services, a third-party administrator of self-directed retirement plans, with various aspects of their self-directed transactions since 2010. The Montclair, N.J. resident was recently promoted…
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Special Wire Fee Waiver for Self-Directed Retirement Accounts through April 15

All of our clients—whether brand-new or long-standing—will have a little bit more to invest in their self-directed retirement plans for the next few weeks. Here’s why: From now until April 15th, 2016 whenever you initiate a rollover, transfer of funds, or contribution to your account at Next Generation Trust Services by wire, we will waive…
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A Message To Our Valued Clients

Please be advised that on Monday, February 29th the staff at Next Generation Trust Services will be unavailable from 1 PM to 3 PM. We will be in a meeting at this time but will be happy to handle any of your concerns before or after this time frame. Thank you.
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