Self-Directed IRA Administrator Will Present Free Webinar on Roth IRA Conversions July 12

Published on July 9, 2012

Next Generation Trust Services Representative Will Join Investment Adviser/Author to Share Tips on Tax Strategies and Retirement Planning. Next Generation Trust Services, LLC, a third-party administrator of self-directed IRAs, will present a free webinar called “Maximizing Roth Conversions” with investment adviser Joe Luby, CFP of Jagen™ Investments LLC on Thursday, July 12, 2012 from 1:00-2:00 p.m. (EST).


self directed ira

Jaime J. Raskulinecz, CEO of Next Generation Trust Servicesself directed iras

Roseland, NJ (PRWEB) July 09, 2012

Next Generation Trust Services, LLC, a third-party administrator of self-directed IRAs, will present a free webinar called “Maximizing Roth Conversions” with investment adviser Joe Luby, CFP of Jagen™ Investments LLC on Thursday, July 12, 2012 from 1:00-2:00 p.m. (EST). The program will provide information about self-directed IRAs, tips about the best time to convert a traditional IRA to a Roth IRA, and advanced tax strategies to reduce, offset, or eliminate the tax implications associated with large Roth conversions. A Q&A session will follow immediately after the presentation.

Luby, a specialist in wealth management and preservation through alternative investing, is the author of “Keep It! Advanced Tax Strategies for IRAs”; the book addresses the benefits of self-directed investing in nontraditional assets through traditional and Roth IRAs. Joining him will be Jared Lopez, new accounts specialist for Next Generation Trust Services, who will provide information about self-directed IRAs and the different kinds of nontraditional investments allowed within these accounts. Some points that Luby will cover are:

  •     Advanced planning solutions for Roth conversions.
  •     How to maximize tax-free wealth accumulation and wealth transfer via Roth accounts
  •     Solving the Roth conversion tax problem

Next Generation Trust Services offers free educational seminars and webinars throughout the year for individuals and financial professionals throughout the year about self-direction as a retirement wealth-building strategy. To register for the free webinar on July 12, contact Next Generation Trust Services at (888) 857-8058 or go to http://bit.ly/MP8k0M; the password is NGTS. For information about other free educational seminars and webinars about self-direction as a retirement wealth-building strategy, contact Events@NextGenerationTrust.com.