Alternative Assets in Private Equity Investments

Alternative investments in private equity, real property, and tax-deductible life insurance wrapped inside a 401(k) plan can bolster savings and significantly reduce current and future tax burdens.

Private equity interests held in a qualified retirement plan have the potential to generate exponential returns and significant tax savings. Over time, alternative assets in private company stock, real property and/or life insurance can conceivably earn a market rate of return that significantly exceeds the returns common with traditional investment vehicles.

The Alternative Assets in Private Equity Investments approach is especially attractive and powerful for holders of stock in a privately owned start-up company where the upside can be extremely profitable.


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    Combo-K Advantages

    Tax Shielding

    Income Protection

    Alternative Assets

    Advanced Plan Design