New information regarding IRAs has been published per the Secure Act 2.0, signed into law on December 29th, 2022. Please click here to access and download.

At Next Generation Trust Services, we want to protect the tax-advantaged status of your account.

Published on May 1, 2017

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/proper values will not be reported. Increased IRS Scrutiny? READ MORE