Special Wire Fee Waiver for Self-Directed Retirement Accounts through April 15

Special Wire Fee Waiver for Self-Directed Retirement Accounts through April 15

self directed IRA plansAll of our clients—whether brand-new or long-standing—will have a little bit more to invest in their self-directed retirement plans for the next few weeks. Here’s why:

From now until April 15th, 2016 whenever you initiate a rollover, transfer of funds, or contribution to your account at Next Generation Trust Services by wire, we will waive the $30 wire fee. This special offer is available to all our existing as well as new clients.

For new clients, don’t forget to take advantage of our Tax Day Special: Open a new self-directed retirement plan by April 15, funded with a rollover or a transfer of funds from another retirement account, and we’ll waive the $50 setup fee.

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.

self directed IRA plans

Special Wire Fee Waiver for Self-Directed Retirement Accounts through April 15

What is a self directed IRAAll of our clients—whether brand-new or long-standing—will have a little bit more to invest in their self-directed retirement plans for the next few weeks. Here’s why:

From now until April 15th, 2016 whenever you initiate a rollover, transfer of funds, or contribution to your account at Next Generation Trust Services by wire, we will waive the $30 wire fee. This special offer is available to all our existing as well as new clients.

For new clients, don’t forget to take advantage of our Tax Day Special: Open a new self-directed retirement plan by April 15, funded with a rollover or a transfer of funds from another retirement account, and we’ll waive the $50 setup fee.

For more information about the differences between transfers and rollovers of funds into your retirement account, you can watch our informative video  or check out our blog post on the topic. 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.

Earn $50 Credit with Next Generation Trust Services’ Tax Day Special

What is a self directed IRA

At Next Generation, We Believe You Deserve Credit for Opening a Self-Directed Retirement Account

That’s why, now through April 15, 2016, 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 15, 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 2016 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 15, we’ll waive the setup fee of $50 (it’s okay if the transfer or rollover comes in after that date).

Get your credit where credit is due for being a savvy investor, at Next Generation Trust Services.

Have a question about how to get started with self-directed investments? At Next Generation, we’re here to help you control your future, today; contact our helpful professionals at Info@NextGenerationTrust.com or call (888) 857-8058. Our website also has loads of helpful information and our whitepapers cover all the basics.