Retirement Starts Today Radio

Would you consider adding private equity funds to your 401K? We’ll weight the pros and cons of this interesting idea as we explore the retirement headlines. No listener questions today, instead, this episode is all about the headlines. We have news about RMD’s, private equity funds, tax strategy in retirement, and a shocking Fidelity study. Make sure to listen until the end to hear the surprise twist. Outline of This Episode [1:22] All unwanted RMD’s taken in 2020 can be returned  [2:16] Including private equity funds in your 401K [8:08] Many Retirees forget to plan for taxes in the long term [10:35] A Fidelity study stated that ⅓ of investors over 65 moved their money out of stocks What are private equity funds? You may have heard of private equity funds before but many people aren’t exactly sure what they are. So before we explore this retirement headline I want to define the term. Private equity funds are an investment class of their own which consists of capital that isn’t listed on the public exchange.