Special Wire Fee Waiver for Self-Directed Retirement Accounts through April 15

Published on March 15, 2016

self directed IRA plansAll of our clients—whether brand-new or long-standing—will have a little bit more to invest in their self-directed retirement plans for the next few weeks. Here’s why:

From now until April 15th, 2016 whenever you initiate a rollover, transfer of funds, or contribution to your account at Next Generation Trust Services by wire, we will waive the $30 wire fee. This special offer is available to all our existing as well as new clients.

For new clients, don’t forget to take advantage of our Tax Day Special: Open a new self-directed retirement plan by April 15, funded with a rollover or a transfer of funds from another retirement account, and we’ll waive the $50 setup fee.

For more information about the differences between transfers and rollovers of funds into your retirement account, you can watch our informative video on the topic. Our blog post titled, “Funding Your Self-Directed IRA with a Transfer” explains in detail how to go about transferring funds into your Next Generation TS IRA. You can also read more about IRA contributions here. And of course, if you have any questions that still need answers, you can always contact our helpful self-directed IRA professionals at (888) 857-8058 or Info@NextGenerationTrust.com.

self directed IRA plans

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