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Enhance Your Retirement with a Self-Directed IRA

There are several legislative bills in play in both houses of Congress, including two versions of a bill (H.R. 5282 and S. 2526) called the Retirement Enhancement and Savings Act of 2018 (RESA). Provisions of these acts are meant to: Improve multi-employer...

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Are Americans on Track to go Broke?

Americans Aren’t Breaking the Retirement Bank... But They Can Get on Track with a Self-Directed IRA A 2018 Retirement Savings survey by GOBankingRates found that American adults on average are not doing well when it comes to saving for retirement. While...

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September 2018 Newsletter

Want Tax-Free Savings for a Child’s Education? You Can Self-Direct a Coverdell ESA, Too! It’s that time of year again - school supplies, tuition, homework and education. To help you and the children you love, take advantage of a self-directed Coverdell...

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Retirement Savings Fall Short of What We’ll Really Need

When we’re working, we are acutely aware of how our income matches up against our cost of living. But what will that cost of living be when you’re no longer working? If you’re planning on retiring, it’s more than you think and you may not be as prepared as...

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Erica Figueiredo Joins Next Generation Services

Erica Figueiredo Joins Next Generation Services in Marketing and Sales Support, Bringing Expertise in Content and Inbound Marketing to Administrator of Self-Directed Retirement Plans Figueiredo Holds HubSpot Academy Certifications in Email...

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