Leveraging the 401(k): Inside Basic Capital's 'Retirement Mortgage'
Failed to add items
Add to cart failed.
Add to wishlist failed.
Remove from wishlist failed.
Follow podcast failed
Unfollow podcast failed
Leveraging the 401(k): Inside Basic Capital's 'Retirement Mortgage'
-
Narrated by:
-
Written by:
What if retirement savers could use leverage to potentially build more wealth inside their 401(k)? That’s the unconventional idea behind Basic Capital’s “Retirement Mortgage,” a unique approach that brings leveraged investing into workplace retirement accounts offered by the fintech recordkeeper.
Basic Capital Co-Founder and CEO Abdul Al-Asaad joins Editor-in-Chief Brian Anderson to explain why the Retirement Mortgage was created and how it works; why it’s not for everyone; and how plan sponsors and participants are responding. They also tackle the controversy surrounding leveraged investing in 401(k)s, including the risks and fiduciary considerations advisors need to understand when evaluating whether the strategy is appropriate for retirement savers.