How to invest your IRA or 401(k) funds into alternative investments

Are you invested in a solo 401(k)? Do you still have a 60/40 portfolio? Have you invested in alts to diversify your portfolio? On this episode of The Yield, Peter Kerr, CFA, is joined by Jeff Nabers and Rachel Nabers, CEO and CXO of Nabers Group, the leading self directed IRA and Solo 401k provider, to answer these questions and more.

Key takeaways:

[3:45] What does a solo 401(k) retirement vehicle offer your portfolio? 

[10:22] The rise of the target date fund and the erosion of the 60/40 portfolio. 

[19:44] Which alternative investments do many investors add to their portfolio first? 

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Published:

05/25/2022

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