Episode Details

Are private equity, private credit, and crypto coming to your 401(k)? And if they do, should you invest?

In this episode, Jean Chatzky sits down with CFP® professional and Summit Place Financial founder Liz Miller to break down the new push to allow alternative investments, such as private equity, private credit, and cryptocurrency, in retirement accounts.

In This Episode We Cover:

• What private equity and private credit actually are (in plain English)
• Why Wall Street is eager to bring alternative investments into 401(k)s
• The truth about private equity fees (including the “2 and 20” model)
• How much crypto is reasonable in a diversified portfolio
• Tax pros and cons of holding crypto in a 401(k) vs. a brokerage account
• Why illiquidity matters in retirement investing

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