Curated News
By: NewsRamp Editorial Staff
February 19, 2025
Next Generation Trust Company CEO Advises on 401(k) Rollover Options
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- Savvy investors can maximize self-directed retirement plans by rolling over 401(k) funds with Next Generation Trust Company.
- Next Generation Trust Company provides full account administration and asset custody for self-directed retirement IRAs and other plans.
- Next Generation Trust Company empowers individuals to control their retirement plans and offers education for informed financial decisions.
- Legislation is in progress to simplify language on retirement plan distribution options, including expansion into annuities for those aged 50+.
Impact - Why it Matters
This news matters as it educates individuals on the importance of managing their 401(k) funds when changing jobs. It highlights the expertise of Next Generation Trust Company in providing guidance for self-directed retirement plans and emphasizes the need for informed decisions to secure financial futures.
Summary
Jaime Raskulinecz, CEO of Next Generation Trust Company and member of the Forbes Finance Council, discussed the various options available to individuals with 401(k) accounts when leaving a job. She emphasized the importance of rolling over funds into a new retirement account within the 60-day deadline to avoid taxable events. Next Generation Trust Company specializes in full account administration and asset custody for self-directed retirement IRAs and other plans.
Source Statement
This curated news summary relied on this press release disributed by 24-7 Press Release. Read the source press release here, Next Generation Trust Company CEO Advises on 401(k) Rollover Options
