The Next Egg

America's retirement investment system is broken.

Locally-owned businesses represent 60 to 80 percent of the U.S. economy and are highly profitable and competitive, yet they are disconnected from the trillions of dollars invested in Wall Street mutual funds, pension funds, and insurance funds that control your long-term retirement savings. 

We want to change that.

Crowdfunding and other recent changes in the law make it cheaper and easier for all of us to invest in local businesses, projects, and people, but almost no one knows how to connect these opportunities with our current retirement and workplace savings plans. Self-Directed IRAs, solo 401(k)s, and employee-directed 401(k)s are alternatives, but are underutilized. This is due to legal barriers, cost barriers, and lack of public awareness and education. 

We want to change that and tap into the incredible potential of retirement savings to help you invest in locally-owned and socially-just enterprises!

Introducing: The Next Egg

The Next Egg creates resources, builds communities, and shares tools necessary so that millions of us can move our retirement savings out of Wall Street and into our local communities. These tools include self-directed IRAs, solo 401(k)s, and employee-directed 401(k)s. Whether you work for yourself, are an employee, or run a business, we will help you access the best—and least expensive—tools for localizing tax-deferred savings. If we succeed, we will see trillions flow into our communities and out of the global corporations.

Who We Are:

Our core team includes LIFT Economy (Kevin Bayuk and Erin Axelrod), the Sustainable Economies Law Center (Janelle Orsi, Cameron Rhudy, Sophia Leswing, and Sue Bennett), and author Michael H. Shuman.

Sign up and get involved!

We're asking everyone to join by contributing $9.99 per month, which includes access to monthly webinars, resources, and the community we're building! If the price tag is a challenge for you, email Janelle [at] and we'll send you an invite to join for free. GO TO TO JOIN!

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