Increased IRS Scrutiny? We Can Handle It!
February 14, 2017
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...
Fair Market Values and Self-Directed IRAs
February 2, 2017
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...
Were You Affected by Hurricane Matthew? Beware Investment Scams
October 25, 2016
Unfortunately, scammers take advantage of Americans’ difficult circumstances when disasters hit, and it seems Hurricane Matthew is no exception. We’re all familiar...
Special Processing Fees for Self-Directed Retirement Accounts: When and Why They Occur
August 1, 2016
As part of our transaction process, we conduct an administrative review. This review may also alert us to potential prohibited transactions that could have an adverse effect...
