Capitalist Investor
Strategic Wealth Partners
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Private Investments in Your 401(k): What You Need to Know
Private equity, private credit and private real estate could soon become more common inside 401(k) plans, opening the door to investments that have traditionally been limited to institutions and wealthy investors. In this episode, the team breaks down the potential benefits and risks of adding private assets to retirement accounts, including diversification, higher fees, limited liquidity and the difficulty of valuing investments that do not trade publicly. They also discuss how these investments could eventually appear inside target date funds, why education and due diligence will be critical and what retirement savers should understand before allocating part of their 401(k) to more complicated private investments.
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