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Financial Planning
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  • Investing,
  • Planning,
• 9/4/25

A dumb idea: Private equity in your 401k

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Tax Me Now or Tax Me Later, the 401k Decision

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Kellett Wealth Advisors LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kellett Wealth Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kellett Wealth Advisors LLC unless a client service agreement is in place.

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