A new executive order could open the door for 401(k) investors to access private equity, private credit, and even crypto assets like Bitcoin. But does greater access to alternative investments actually mean better retirement outcomes? In this video, we break down what the changes could mean for retirement plans and long-term income security.

We also explore why institutions such as endowments have historically used private investments, and why those same strategies may work differently for individual retirement savers. You’ll learn how private assets can affect diversification, risk, liquidity, fees, and withdrawal strategies during retirement.

If you’re approaching retirement and wondering whether alternative investments belong in your portfolio, this video provides a balanced framework for evaluating the opportunity and the risks. For a personalized review of your retirement strategy, you can request a complimentary analysis through the link in the description.