Alternative assets often provide portfolio diversification, steady income streams, easy access to institutional investment opportunities, and the ability to benefit from non-traditional investment sectors. For example, investors wanting direct exposure to opportunities within the current distressed U.S. mortgage and realmarket generally need to turn to alternatives to provide such access.
The unique attributes of many alternative investment products provide the opportunity for significant benefits in addition to those listed above. These added benefits are a direct result of the delta that occurs between such assets’ net asset value (NAV) and fair market value (FMV) at any given time. Examples of these added benefits include the following:
- The ability to substantially reduce the owed on Roth conversions.
- Reduction of required minimum distributions (RMDs) from IRAs.
- The ability to increase annual gifts exempt from gift tax and protect spendthrift beneficiaries.
- Reducing the size of a taxable estate and keeping more assets in the family.
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