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Updated over 8 years ago on . Most recent reply

Account Closed
  • Investor
  • Coplay, PA
1
Votes |
13
Posts

What assets can be included for becoming an accredited investor?

Account Closed
  • Investor
  • Coplay, PA
Posted
Would anyone know if there's a list of items that can be included for assessing your net worth for becoming an accredited investor, SPECIFICALLY how life insurance policies, pension funds, might be handled, if at all? Thanks in advance!

Most Popular Reply

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277
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Buddy Holmes
  • Investor
  • North Charleston, SC
91
Votes |
277
Posts
Buddy Holmes
  • Investor
  • North Charleston, SC
Replied

@Account Closed, I believe cash value life might be able to be used, Pension (if currently drawing it) certainly. For a further list, google DST Investments. Pick out one or two and you should find the appropriate list. The only "asset" that is OFF the list is your current residence.

Cheers,

Buddy

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