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 or call our office at 973-533-1880.


Back to Blog