On this page you will find informational videos designed to assist you in filling out our forms and applications and to help answer any questions you might have about filling in the paperwork for your Self-Directed IRA.
5 Easy Tips for Self-Directed Beginners
Interested in self‐directing your retirement account? If so, Next Generation
Trust Services works hard to make it as easy as possible for our clients.
Here are five tips for beginners to help you get started.
An overview of prohibited transactions and disqualified persons.
Crowdfunding and your Self-Directed IRA
Private Placement Kit
Next Generation Trust Services has a proprietary private placement kit for investing in a private placement within your self-directed IRA. In this video, we review what’s included and needed for you to use these retirement plan funds to make this alternative asset investment.
Secured & Unsecured Notes Kit
Next Generation Trust Services has a proprietary Secured and Unsecured Notes Kit for the direct purchase of secured and unsecured notes within your self-directed IRA. In this video we review how to use the funds in your self-directed IRA to invest in secured and unsecured notes.
Real Estate Purchase Kit
Next Generation Trust Services has a proprietary Real Estate Kit for the direct purchase of real estate within your self-directed IRA. In this video, we review what’s included and needed for you to include real estate in your retirement plan.
Common Errors When Filling Out Applications
So, you’re ready to open a self-directed retirement account—congratulations! You’ll need to complete your application and the required forms. This video will help you get started and answer some of the questions you might have.
Funding Your Self-Directed IRA through Transfers and Rollovers
There are several ways to fund your new self-directed IRA, including via a transfer or a rollover. There are distinct differences between these two methods of funding your self-directed IRA that we’ll explain in this video.
My Self-Directed retirement Account is Funded. What’s Next?
Congratulations! You’ve opened your self-directed retirement plan with Next Generation Trust Services. You have funded the account and now it’s time to invest in those alternative assets to start growing your retirement nest egg!