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Reply to "How to value a military pension into NW"
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[quote=Anonymous][quote=Anonymous]Why go to a PE firm when you have a generous pension and separate IRA accounts, plus properties? Seems sophisticated but also unnecessary. You easily pass as a couple for the accredited investor with all your assets. That sounds like a sales gimmick, I bet they want your $$$. If you have excess funds, simply construct a portfolio of growth and dividend stocks in a taxable account. Or use ETFs if you like. Your heirs will get a stepped up basis upon your death. [/quote] OP here — I’ve had similar thoughts. I haven’t committed yet. Just going through the initial paperwork. Friend of mine referred me to this PE firm so thought I would check it out.[/quote]
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