Representatives of Next Generation Trust Services, LLC, an administrator of self-directed retirement plans, will participate in educational programs, speaking engagements, and a national conference in January. The events are in collaboration with various strategic partners that Next Generation Trust has cultivated over the years, as a trusted resource in the retirement industry.
Attendees of these events will learn valuable insights about the many options and benefits of self-directed retirement plans, which allow for a broad array of nontraditional investments. These events are as follows:
· Next Generation Trust Services will exhibit at the Heckerling Institute on Estate Planning at the Orlando World Center Marriott Resort in Orlando, Fla., January 14-18, 2013. The annual event is the nation's leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals. New Accounts Specialist Jared Lopez will share insights into the alternative investments allowed within self-directed retirement plans and explain the types of prohibited transactions and disqualified individuals associated with self-direction.
· On January 19-20, 2013, Jared Lopez will address attendees at the FortuneBuilders Private Money Boot Camp at the Westin Gaslamp Hotel in San Diego, Calif., where he will present “Understanding a Self-Directed IRA and Raising Private Money.” Ranked by Inc. Magazine’s prestigious Inc 500 list for three consecutive years, FortuneBuilders is the premier real estate investment education company in the country, and educates and coaches real estate investors with a variety of online courses and tools, DVDs, and live events.
“We feel strongly about the word ‘trust’ in the Next Generation Trust Services name, and look to CEO Jaime Raskulinecz and her staff as our preferred sources for educational information and guidance about self-directed retirement plans,” said Paul Esajian, co-founder of FortuneBuilders Inc. “I know that boot camp attendees will walk away with valuable information about self-directed retirement accounts that they can put into action to build more creative, and potentially more lucrative retirement portfolios.”
Esajian, his brother JD, and Than Merrill—co-founders of FortuneBuilders—are a featured flip team on the popular A&E television series, “Flip This House,” where they have become familiar to millions of American households. Since first meeting Raskulinecz at a conference in 2005, the FortuneBuilders partners and team chose Next Generation Trust Services to manage their own self-directed accounts and refer their students there for self-directed retirement plans.
· Investors interested in learning more about single-member LLCs are invited to participate in a free one-hour webinar on Thursday, January 24, 2013 at 1:00 p.m. titled “Investments into LLCs Using Your IRA.” The guest presenter is Mathew N. Sorensen of KKOS Lawyers. The webinar will explain how LLCs work as investments in self-directed retirement portfolios; why it is important to understand how to make investments in an LLC; IRS concerns and red flags; and why investors should have a knowledgeable ERISA attorney advising them. To register, send an email to Events(at)NextGenerationTrust(dot)com.
“LLCs are the most misunderstood investments people are looking to make using their IRAs,” said CEO Raskulinecz, “and there is real potential for investors to inadvertently make prohibited transactions. As self-directed retirement plans become more popular, we understand how important it is to continue educating the public about the various aspects of self-direction.”
Next Generation Trust Services offers free educational seminars and webinars throughout the year to help investors and their trusted advisors learn more about the growing trend toward self-direction as a retirement strategy. The firm’s popular series, Self-Directed 101 and Self-Directed 201 continue monthly on Wednesdays; a full schedule of upcoming events is available at http://NextGenerationTrust.com/events.
For more information about self-directed retirement accounts, call Next Generation Trust Services at (973) 533-1880 or visit http://NextGenerationTrust.com.