Oxford Club Interview: CEO Jaime Raskulinecz of Next Generation Trust Services Shares Her Insights on Self-Direction with The Oxford Club

Published on February 18, 2016

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Want to hear what Jaime has to say about unique alternative assets for your retirement portfolio? You can listen to her interview (started at the 10 minute mark) with Marc Lichtenfield, chief income strategist for The Oxford Club. The Oxford Club is a private, global network of successful investors and entrepreneurs whose mission is to help its members grow and protect their wealth. Jaime shared her insights into how investors can build up their retirement portfolios by including non-publicly traded assets—citing investment real estate as a popular asset—in a self-directed retirement plan. Jaime also mentioned loans, unsecured and secured notes, mortgages, and private equity private notes, mortgages, and private equity as other popular assets to include in these plans.

She also explained how self-directed transactions and distributions work, what Next Generation Trust Service does as the plan administrator, and what disqualified individuals and prohibited transactions are. Learn more about self-direction from the woman who started it all at Next Generation Services!

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