📢 ATTENTION 📢 New information regarding IRAs has been published per the Secure Act 2.0, signed into law on December 29th, 2022. Please click here to access and download.
Bill applies his past experiences and education to his managerial role for the transaction team. Bill’s background includes research and appraisals for a real estate appraisal firm in northern New Jersey and extensive customer service, bookkeeping, and cash management responsibilities for a high-end regional grocery chain. He says that the attention to detail and experience with real estate and customer service in prior jobs are serving him well at Next Generation.Bill is both a Certified IRA Services Professional (CISP) and a Self-Directed Industry Professional (SDIP), and holds a Bachelor’s Degree in Criminal Justice from Rutgers University—great qualifications when it comes to monitoring IRS compliance issues.