1-888-857-8058
OCTOBER 2018 NEWSLETTER

OCTOBER 2018 NEWSLETTER

AVOIDING A PROHIBITED TRANSACTION FOR YOUR SELF-DIRECTED IRA Self-directed IRAs give investors greater freedom to pursue tax-advantaged strategies for building wealth. Instead of the limited menu of stocks and bonds mutual funds and money market funds for most...
September 2018 Newsletter

September 2018 Newsletter

Want Tax-Free Savings for a Child’s Education? You Can Self-Direct a Coverdell ESA, Too! It’s that time of year again – school supplies, tuition, homework and education. To help you and the children you love, take advantage of a self-directed Coverdell Education...
Oh, the places we’ll go!  – August 2018 Newsletter

Oh, the places we’ll go! – August 2018 Newsletter

“Just never forget to be dexterous and deft. And never mix up your right foot with your left. And will you succeed? Yes! You will, indeed! (98 and 3/4 percent guaranteed.)” These words, written by Dr. Seuss in his world-famous children’s book,...
Let Freedom Ring! YOUR JULY NEWSLETTER

Let Freedom Ring! YOUR JULY NEWSLETTER

In the truest sense, freedom cannot be bestowed; it must be achieved. These words, spoken by Franklin D. Roosevelt, could not be truer today. This also rings true when it comes to financial freedom. With a self-directed retirement plan, you control the return on your...
June 2018 – Summer Loading…

June 2018 – Summer Loading…

SUMMER Loading… Just as the seasons continue to change, so do the generations of hardworking taxpayers like yourself. Whether you’re a Baby Boomer, Gen Xer or Millennial, at some point down the road… you will likely want to stop working. Besides, that ‘all day at the...
May 2018 Newsletter

May 2018 Newsletter

The spirit of entrepreneurship is alive and kicking… …and we couldn’t be happier to be a part of all the action! Jaime Raskulinecz, CEO/founder of Next Generation, was recently announced as a finalist in the Entrepreneur Of The Year 2018 New Jersey Awards...