Mindful Investing: Jan 23rd, 2020
Thu, Jan 23
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How to invest your retirement account to make money and do "good".
Time & Location
Jan 23, 2020, 2:00 PM – 2:30 PM
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About the Event
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.
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!
Erin Axelrod is a partner and worker-owner at LIFT Economy, specializing in accelerating…