Administrator of Self-Directed IRAs to Exhibit at Annual Convention of NJ Society of CPAs in June
Published on June 5, 2012
Next Generation Trust Services Representatives Will Share Insights about Self-Direction to Educate Accountants on this Alternative Retirement Strategy. Jaime Raskulinecz, founder and CEO of Next Generation Trust Services, is a frequent attendee and instructor at conferences and seminars for New Jersey’s CPA community; this is the 3rd time her firm will exhibit at the NJSCPA convention.
Roseland, NJ (PRWEB) May 31, 2012
Next Generation Trust Services, LLC, an administrator of self-directed IRAs based in Roseland, N.J., will be an exhibitor at the sixth annual Convention & Expo of the New Jersey Society of Certified Public Accountants (NJSCPA) from June 6-8 at the Trump Taj Mahal in Atlantic City. Jaime Raskulinecz, founder and CEO of Next Generation Trust Services, is a frequent attendee and instructor at conferences and seminars for New Jersey’s CPA community; this is the 3rd time her firm will exhibit at the NJSCPA convention.
Self-directed IRAs allow many nontraditional investments which are excluded from typical IRAs; these alternative investments include real estate, precious metals, commercial paper, private placements, hedge funds, and much more. Attendees who stop by Next Generation Trust Service’s exhibitor booth, #405, at the
conference can learn more about self-direction as a growing trend in retirement wealth-building strategy.
Raskulinecz, an expert on the field of alternative investments within self-directed retirement accounts, is a frequent speaker on the topic to both individuals and their advisors in the financial services and real estate fields. She and her staff have provided educational seminars for continuing education credits to members of NJSCPA in the past. Raskulinecz’s insights have been featured in many prominent financial and real estate publications and she has been interviewed many times about self-direction as a retirement strategy on financial radio talk shows.
“Ever since reports about Mitt Romney’s alternative investments surfaced and the story was featured on The Today Show, we have been getting more inquiries about self-directed IRAs,” said Raskulinecz. “As part of our educational outreach to investors and their advisors, we want to make sure accountants, CPAs, and financial planners fully understand the types of investments their clients may choose so that they can become an even more valuable resource to the people they are advising.”
Raskulinecz explained that CPAs who also do financial advising can partner with Next Generation Trust Services to bring this retirement strategy seamlessly to their clients.
Although the company does not give any investment advice, it provides comprehensive account administration and transaction support for self-directed retirement accounts. That includes ensuring that all investments comply with IRS guidelines and that all mandatory paperwork is completed and filed properly.
“We act as the expert back office for professionals who are interested in referring self-directed clients to us. Our software can export data to many advisor software platforms so that a consolidated statement is provided to the advisors’ clients,” said Raskulinecz.
She noted that today’s investors are becoming savvier and are seeking ways to control their retirement accounts more than they are able to with brokerage accounts. “As individuals become increasingly interested in building more eclectic and lucrative portfolios with self-directed IRAs, they will have questions about the tax implications of their investments. Therefore it is in their CPAs’ best interests to become better informed about the many options and benefits of self-direction,” said Raskulinecz.
Next Generation Trust Services will be at the NJSCPA Convention in booth 405. For more information about self-directed IRAs, call (973) 533-1880 , e-mail Info(at)NextGenerationTrust(dot)com, or visit https://NextGenerationTrust.com.
Roseland, NJ (PRWEB) May 31, 2012
Next Generation Trust Services, LLC, an administrator of self-directed IRAs based in Roseland, N.J., will be an exhibitor at the sixth annual Convention & Expo of the New Jersey Society of Certified Public Accountants (NJSCPA) from June 6-8 at the Trump Taj Mahal in Atlantic City. Jaime Raskulinecz, founder and CEO of Next Generation Trust Services, is a frequent attendee and instructor at conferences and seminars for New Jersey’s CPA community; this is the 3rd time her firm will exhibit at the NJSCPA convention.
Self-directed IRAs allow many nontraditional investments which are excluded from typical IRAs; these alternative investments include real estate, precious metals, commercial paper, private placements, hedge funds, and much more. Attendees who stop by Next Generation Trust Service’s exhibitor booth, #405, at the
conference can learn more about self-direction as a growing trend in retirement wealth-building strategy.
Raskulinecz, an expert on the field of alternative investments within self-directed retirement accounts, is a frequent speaker on the topic to both individuals and their advisors in the financial services and real estate fields. She and her staff have provided educational seminars for continuing education credits to members of NJSCPA in the past. Raskulinecz’s insights have been featured in many prominent financial and real estate publications and she has been interviewed many times about self-direction as a retirement strategy on financial radio talk shows.
“Ever since reports about Mitt Romney’s alternative investments surfaced and the story was featured on The Today Show, we have been getting more inquiries about self-directed IRAs,” said Raskulinecz. “As part of our educational outreach to investors and their advisors, we want to make sure accountants, CPAs, and financial planners fully understand the types of investments their clients may choose so that they can become an even more valuable resource to the people they are advising.”
Raskulinecz explained that CPAs who also do financial advising can partner with Next Generation Trust Services to bring this retirement strategy seamlessly to their clients.
Although the company does not give any investment advice, it provides comprehensive account administration and transaction support for self-directed retirement accounts. That includes ensuring that all investments comply with IRS guidelines and that all mandatory paperwork is completed and filed properly.
“We act as the expert back office for professionals who are interested in referring self-directed clients to us. Our software can export data to many advisor software platforms so that a consolidated statement is provided to the advisors’ clients,” said Raskulinecz.
She noted that today’s investors are becoming savvier and are seeking ways to control their retirement accounts more than they are able to with brokerage accounts. “As individuals become increasingly interested in building more eclectic and lucrative portfolios with self-directed IRAs, they will have questions about the tax implications of their investments. Therefore it is in their CPAs’ best interests to become better informed about the many options and benefits of self-direction,” said Raskulinecz.
Next Generation Trust Services will be at the NJSCPA Convention in booth 405. For more information about self-directed IRAs, call (973) 533-1880 , e-mail Info(at)NextGenerationTrust(dot)com, or visit https://NextGenerationTrust.com.
