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Alternative Investments in 401(k)s

Alternative investments may soon play a bigger role in your 401(k)… are you ready? With proposed legislation poised to expand access to private investments within retirement plans, now is the time to understand what this shift could mean for your financial future.

In our free one-page guide, “Alternative Investments in 401(k)s: What You Need to Know,” we break down the potential benefits, risks, and key considerations of including alternatives like private equity, crypto, and real assets in retirement accounts. Learn about the opportunities for greater returns and diversification, as well as the challenges of liquidity, fees, and complexity.

Now What?

If you have any questions or would like to discuss how this may affect your financial plan, please reach out to your advisor. If you don’t have an advisor and would like to speak to one, fill out this form today.

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