Welcome to The Next Egg

America's retirement system is broken.

There's $37 trillion in US retirement accounts, and it's mostly locked up in Wall Street mutual funds, pension funds, and insurance funds that subsidize extractive multinational corporations and build wealth for the already ultra wealthy.

Where The Next Egg began: We launched in 2019 with the goal of giving people the power to self-direct their 401(k)s and IRAs, so that we can invest our money in building vibrant communities. We shared resources, built a community of peers who have learned from one another, and gained access to low-cost financial products for our members. By joining The Next Egg, you can access our past resources, conversations, and webinars. 

Now, we are shifting directions. In 2021, the Next Egg’s leadership team began to question many assumptions on which we were founded. You can read about that here. For the first 6 months of 2022, we’ll be holding dialogs with groups large and small, including these upcoming events. We invite you to join our events and the broader Next Egg network if you are interested in learning more or even helping shape our new direction. We’re grappling with questions like:

• Are 401(k)s and IRAs irreparably broken?
• Can We Repair Harm and Still Grow Our Investments? 
• Can We Imagine A World Where Personal Security Doesn't Require Individual Savings? 
• What IS Retirement Anyway? 

UPCOMING WEBINARS: Check back for latest forthcoming webinars.

Become a member of The Next Egg to access our recorded webinars:

Digging Into Self-Directed Retirement Savings Options

On Self-Directed IRA Custodians

Anatomy of a Solo 401(k): What's inside a plan document?

Financial Planning Basics for DIY Community Investors

Community Investment Funds: A New How-To Guide for Building Local Wealth, Equity, and Justice

How We Created A Worker-Controlled 401(k)

Invest in Humans Now: How to lend your retirement savings to friends, family, yourself, and other humans in your community

The 12 Best Local Investments—and 8 Ways You Can Find Them, with Michael Shuman

On Coop Investment Clubs

On Investment Cooperatives, with Blake Jones of Kachuwa Impact Fund 

On Grassroots Fundraising

In an Eggshell: A series of 20-minute, 101-level videos to help you get the basics:
How to Borrow From Your Existing 401(k) or 403(b)
Solo 401(k)s
Self-Directed IRAs
Rollovers
Investor Policy Statements
Prohibited Transactions 101

Who We Are:

Our core team includes Erin Axelrod of LIFT Economy, with additional support from Kevin Bayuk.  

With gratitude to our supporters:

In addition to becoming a member to sustain our work, you can also make a charitable gift to support our long-term success. Email [email protected] for more information.