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Why would a qualified retirement plan include real estate among its portfolio of investment assets?

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Final answer:

Real estate can be included in a qualified retirement plan to provide income, capital gains, and portfolio diversification.

Step-by-step explanation:

A qualified retirement plan may include real estate as one of its investment assets for several reasons:

  1. Real estate can provide a steady source of income through rental payments or lease agreements, which can contribute to the overall growth of the retirement account.
  2. Real estate can appreciate in value over time, allowing the retirement plan to benefit from capital gains when the property is sold.
  3. Investing in real estate provides diversification within the retirement portfolio, reducing the risk of relying solely on other investment assets like stocks or bonds.

These factors make real estate a viable option for qualified retirement plans to enhance long-term financial stability and growth.

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