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 Education Savings Account (ESA).

See What We’re Up to This Month!

September 13 @ 7p.m. ET
Using Self-Directed IRAs to Invest in Commercial Real Estate Syndications
Brought to you by Next Generation and SAMO Financial

[registration now closed]

September 19 from 6:30-8:30p.m. ET
How to Boost Retirement Wealth Through Tax-Advantaged Real Estate Investments
Brought to you by Diversified Investors Group
Curran’s Inn, State Road, Philadelphia PA (2nd Floor)

[registration now closed]

September 27 @ 7p.m. ET
How to use a Self-Directed IRA for Turnkey Real Estate Investing
Brought to you by Next Generation and Turnkey Property Pro
October 15-18
NAPFA (National Association of Personal Financial Advisors) Fall Conference
The Philadelphia 201 Hotel, 201 N 17th St, Philadelphia, PA

Coverdell ESA Contribution Limits

  • Contributions must be made in cash, and they’re not deductible.
  • Any individual whose modified adjusted gross income is under the limit set for a given tax year can make contributions.
  • Organizations, such as corporations and trusts can also contribute regardless of their adjusted gross income.
  • Contributors must contribute by the due date of their tax return (not including extensions).
  • There’s no limit to the number of accounts that can be established for a particular beneficiary; however, the total contribution to all accounts on behalf of a beneficiary in any year can’t exceed $2,000.

Announcements & Updates

  • After September 30th, we will no longer accept PayPal payments online. We apologize for any inconvenience this may cause.
  • All of our digital forms are now available via DocuSign (previously RightSign). 
  • Are you on LinkedIn? Join our new “Self-Directed IRAs with Next Generation” group! 

Last, But Never Least​​​​​​​

Congratulations to our CEO and Founder, Jaime Raskulinecz for being named a winner of CEO Report’s 2018 Women’s Leadership Award. She continues to push the envelope as a role model for female entrepreneurs and we are so proud of her! Way to go, Jaime!

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