We’re moving! Beginning on Monday May 15, 2023 our new office will be:
75 Livingston AvenueĀ Suite 110, Roseland, NJ 07068.

During the week of 5/15, we will be physically moving to the first floor, but everyone will still be working and available.

Next Generation Trust and Joe Luby Webinar: Self-Directed Reitrement Plans & Maximizing Your Roth IRA Conversions

Published on July 16, 2012

Next Generation Trust Services, administrator for self-directed retirement plans held a webinar on July 12, 2012 with Joe Luby of Jagen Funds on the topic of “Maximizing Your Roth IRA Conversion and Self-Directed IRAs.”

In this presentation, Mr. Luby, author of Keep It! Advanced Tax Strategies for IRAs, discusses when is the right time to convert your IRA account into a Roth account, how to avoid the major tax bite when it comes time to taking a distribution, and how you can recharacterize back to a traditional if needed.

Jared Lopez, New Accounts Specialist for Next Generation Trust Services hosted the presentation and covered how to have a self directed IRA, what types of investments you can make within a self directed IRA, and how it is done.

In case you missed this educational self-directed webinar session you can access the recording of this seminar below!

For more information, pleaseĀ guide any questions via e-mail to Events@NextGenerationTrust.com or call our office at 973-533-1880.


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