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PROFESSIONAL FINANCIAL PLANNERS

What You Need to Know About Valuing Alternative Assets in Self-Directed IRAs

What is Fair Market Value (FMV)? Why FMV Matters Investor Responsibilities Next Generation Responsibilities Key Dates & Helpful Resources SIGNUP...

The Government’s Take on “Unconventional Assets” — Are You Prepared?

The U.S. government's 'take' on unconventional assets Basic structure of self-directed retirement plans Common prohibited transactions to avoid Fair market value reporting Reporting distributions from retirement plans Unrelated business taxable income SIGNUP...

The Truth About Using Retirement Funds To Start Your Own Business

What is ROBS? Steps required to set up Potential risks Alternative ways to invest SIGNUP NOW

Building a Better Retirement Foundation with Real Estate and Self-Directed IRAs

Allowable real estate investments Guidelines for investing (do's and don'ts) Maintenance/repairs, Insurance & Taxes Foreign investments House flipping & Tiny homes SIGNUP...

How To Protect Yourself From Self-Directed IRA Fraud

Indicators of self-directed IRA fraud Questions to ask before investing “Safe” investment checklist Top 10 investor threats SIGNUP...

6 Ways a Self-Directed IRA Puts You in Control of Your Retirement Savings

Do you have an existing 401 (k) plan from a previous job? Advantages of rolling your 401k into an IRA Advantages of a self-directed IRA 10 most creative self-directed investments Profile of the “typical” self-directed client Case study examples SIGNUP...

REAL ESTATE PROFESSIONALS

The Basics: Real Estate In Self-Directed IRAs

Learn the basics!

Glossary of Self-Directed Investment Terms

Want to Invest in Real Estate Without the Need for Big Bucks?

Try Investing Through a Self-Directed IRA Individuals who are starting out as real estate investors are often concerned about lack of investment capital. With relatively limited funds, they don’t want to plunk down the whole amount on one property, or...

Don’t Fall for these Financial Scams!

Financial scams—via phone or email—are rampant, and are costing unwitting recipients a lot of money. Unfortunately, the days of the Nigerian prince email scam are not quite over (it persists in other guises) and hackers and con artists are phishing in new...

Watch Brittany Pickell, Next Generation’s Director of Marketing and Sales, in her Interviews about Self-directed Retirement Plans on Asset TV

Brittany Pickell, director of marketing and sales for Next Generation Services, was interviewed in June 2018 on Asset TV, a financial services video platform. She discussed building retirement wealth through self-directed retirement plans, alternative asset investing,...

COLA is up – and so are Retirement Expenses. A Self-directed IRA Can Help You Keep Pace.

The Social Security cost of living adjustment (COLA) for 2019 is predicted to be higher than usual, at more than three percent (it was two percent in 2018); this would increase the average monthly Social Security benefit of $1,300 by about $39. The...

Triple Tax Advantage in HSAs

Growing Interest in HSAs Their Triple Tax Advantage Makes Them Attractive Investments for Retirement As we wrote in a prior post, health savings accounts (HSAs) have been growing in popularity as a way to cover qualified medical expenses (for individuals...

Prohibited Transactions

As of early 2016, the average retirement savings of all American families was $95,776 —not enough to go very far during those retirement years. Of course, self-directed account holders understand that they have the potential to grow that figure more...

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...

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

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 program....

April 2018 Newsletter – Spring has sprung!

Spring has sprung! ​​​​​​​ Nobody can go back and start a new beginning, but anyone can start today and make a new ending. Spring is the time for growth. Growth is important, especially when it comes to your financial future. Are you taking advantage of...

March 2018 Newsletter

95 percent of women are financial decision makers, and 84 percent of married women are either solely or jointly responsible for household financial decisions. Ladies – are you using self-directed accounts as a retirement planning tool? Exclusive Educational Webinar...

February 2018 Newsletter

Love is in the air this month! Unfortunately, so are a lot of to-dos for taxpayers and retirement plan owners. Are you prepared? Upcoming Events New Jersey Real Estate Network’s Monthly Meetup Next Generation will be sponsoring along with several other...