Next Generation Trust Services Offers Complimentary One-on-One Education about Self-Directed Retirement Plans to Prospective Clients
Published on April 11, 2013
Latest Customer Service Enhancement from Administrator of Self-Directed IRAs Allows Investors to Choose Most Convenient Method and Time to Learn about Self-Direction. In response to client preferences, Next Generation Trust Services, LLC is now offering clients different ways to learn about self-direction as a retirement wealth-building strategy.
Roseland, NJ (PRWEB) April 11, 2013
In response to client preferences, Next Generation Trust Services, LLC is now offering clients different ways to learn about self-direction as a retirement wealth-building strategy. Effective immediately, the administrator of self-directed retirement plans is giving prospective and current clients the ability to schedule free one-on-one consultations with Next Generation Trust staff members in person, by phone, or with Skype.
“Investors may now receive personalized education about the many options and benefits of self-direction in the manner and at a time that is most convenient for them,” said Jaime Raskulinecz, founder and CEO of the firm. “In addition to phone consultations, they may also make appointments for in-person meetings at our office or via Skype.” Rather than attend on-site seminars at its Roseland, N.J. office as Next Generation Trust had been offering, investors can get the information they need from wherever they are, at any time during normal business hours. All consultations are free, with times available Monday through Friday from 9:00 a.m. to 5:00 p.m., EST.
Next Generation Trust Services provides comprehensive account administration and transaction support for self-directed retirement plans, in which individuals may invest in a broad array of nontraditional assets. Self-directed plans enjoy the same tax advantages of regular IRAs, but allow investors to build a more eclectic and potentially more lucrative retirement portfolio with alternative investments that are not allowed in typical retirement plans. These include real estate, precious metals, hedge funds, private placements, commodities, and much more.
All Next Generation Trust employees are cross-trained in order to respond quickly and efficiently to questions investors have about opening new accounts or about their transactions. With self-direction, investors make all their own investment decisions; however, as the account administrator, Next Generation Trust offers guidance about IRS regulations regarding allowed investments, disqualified individuals, and prohibited transactions as part of its full transaction support for clients. Last fall, the firm launched online Starter Kits, with downloadable forms to open various types of self-directed retirement accounts, for greater client convenience; many forms allow for electronic signatures as well to streamline the transaction process.