2017 Tax Day Promotion!

Published on March 8, 2017

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 from another retirement account, and we’ll waive the $50 setup fee.

Earn your $50 today—go to our Starter Kits on the Client Forms page of our website to open your new self-directed IRA. You’ll find all the necessary documents to complete for rollovers and transfers along with the application and more. Please write Tax Promo 2017 on the promo line of your application.

As long as our staff has all the completed documents in hand, along with the statement from your current plan custodian by April 18, we’ll waive the setup fee of $50 (it’s okay if the transfer or rollover comes in after that date).

For more information about the differences between transfers and rollovers of funds into your retirement account, you can watch our informative video on the topic. Our blog post titled, “Funding Your Self-Directed IRA with a Transfer” explains in detail how to go about transferring funds into your Next Generation TS IRA. You can also read more about IRA contributions here. And of course, if you have any questions that still need answers, you can always contact our helpful self-directed IRA professionals at 888.857.8058 or Info@NextGenerationTrust.com.