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...

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Women and the Retirement Readiness Financial Gap

Merrill Lynch, in partnership with Age Wave, released a study in April that reported on the savings and earnings levels for men and women on the road to retirement. Strikingly, the study showed that women still have a lot of work to do to close the retirement savings...

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Time to Include Real Estate in Your Self-Directed IRA

An article last month on Reuters explored how rising interest rates are helping real estate-related stocks perform very well amid the broader U.S. equity market; the article stated that investors are putting money into real estate investment trusts (REITs), betting...

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Beware of Investment Fraud in Your Self-Directed IRA

Beware of Investment Fraud in Your Self-Directed IRA – and Being Defrauded of your Retirement Savings Ponzi schemes, identity fraud and other related problems can ruin investors A story broke in early April about two Texas men who targeted elderly...

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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....

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Published in Forbes

Our CEO, Jaime Raskulinecz, recently published an article entitled “Is An SDIRA Right For You? Five Things You Should Know.” If you’re a beginner and on the fence about whether to open an account, start here. You can also follow her on Forbes to get...

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