Oxford Club Interview

Published on April 30, 2015

Catch our CEO Jaime Raskulinecz in this Radio Interview with The Oxford Club’s Chief Income Strategist

Did you know that Next Generation Trust Services is a Pillar One Advisor for members of The Oxford Club? This international network, based in Baltimore, Maryland has more than 70,000 members worldwide; its mission is to grow and protect the wealth of its members by providing education and resources. One of those resources for investors who want to self-direct their retirement investments is Next Generation.

On April 27, The Oxford Club’s chief income strategist, Marc Lichtenfeld, interviewed our CEO, Jaime Raskulinecz for his Oxford Club radio show. Jaime explained how self-direction works, who these accounts are for (savvy investors who wish to have greater control over their retirement income) and how they differ from regular IRAs (the ability to include alternative assets in the plans). Those nontraditional investments include real estate and real estate-related assets, precious metals, unsecured loans and, for certain investors, private equity in startup companies. Jaime also noted that some of our clients have included Broadway shows and commodities within their self-directed retirement plan.

Jaime outlined some of the types of investors who come to Next Generation to open a new self-directed IRA: business owners or self-employed individuals with SEP IRAs, those with Solo Ks, and people who roll over funds from previous employer 401Ks. A recent trend she also noted is an increased interest in investing in private equity and early-stage companies. Click here to listen to Jaime’s interview.

Next Generation Trust Services is proud to share Pillar One Advisor status with leading investment and advisement firms (and companies in other industries such as travel and hospitality services). We invite our clients to check out the membership opportunities and benefits of this unique organization at http://oxfordclub.com.

Click here to learn more about self-directed IRAs.