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Radio Interview with Jaime Raskulinecz – Equity Funding

Published on May 14, 2015

self directed IRA investmentsOur CEO, Jaime Raskulinecz, was interviewed about equity funding on The Art of the CEO radio show

As many of you know, private equity funding is an alternative asset that accredited investors may include in their self-directed retirement plan. Jaime Raskulinecz, CEO of Next Generation Trust Services, took that message to internet radio as a featured guest on The Art of the CEO on BlogTalkRadio. Her interview will air live on May 19, 2015 at 2:00 p.m. (Eastern) at https://www.blogtalkradio.com/theartoftheceo.

Jaime began by explaining the many options and benefits of self-direction, the various types of nontraditional investments allowed in self-directed plans, and what Next Generation does as the account administrator. The interview then covered private equity investments in startups through self-directed retirement plans.

Jaime and interviewer Bart Jackson discussed who may make these investments in early-stage companies (accredited investors) and the expectations people may have about making Mitt Romney-level returns on those investments. The fact is, many individuals may qualify as accredited investors without Gov. Romney’s enormous fortune … whether or not they see the same types of returns depends on many factors.


Jaime explained that when Title III of the 2012 JOBS Act is implemented, non-accredited investors will also be able to jump into the equity funding pool—and may have their self-directed IRAs invest in startups in exchange for equity. This will also give entrepreneurs a much bigger pool of potential investors and give more people a chance to support early-stage enterprises. She also explained the difference between this type of investing and the “friends and family” investing on popular crowdfunding platforms such as Kickstarter or Indiegogo). For a deeper look at this topic, download our white paper on crowdfunding.

Do the Research

As with all self-directed investments, Jaime strongly encouraged listeners—as she does her clients—to always do thorough research about any target investment (and any equity funding or crowdfunding platform as well). She talked about the inherent risks involved in venture capital investments and the importance of understanding what is involved in the startup company.

Look for a write up about Jaime in “People You Need to Know” on the BartsBooks Blog at https://www.nextgenerationtrust.com/radio-interview-with-jaime-raskulinecz-equity-funding/. You can also find other business-related reading material at BartsBooks.com.

For everything you need to know about self-directed retirement plans, contact the professionals at Next Generation Trust Services at
Info@NextGenerationTrust.com or (888) 857-8058.

Ready to open a self-directed retirement account? We make it easy with all the forms you need here.

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