Exploring Diversification Beyond the Stock Market: The Role of Structured Notes in Your Portfolio
Shawn Ogawa Shawn Ogawa

Exploring Diversification Beyond the Stock Market: The Role of Structured Notes in Your Portfolio

Discover how structured notes can enhance your investment strategy by providing diversification beyond traditional stocks and bonds. Learn about their potential for growth, downside protection features, and the associated risks, including complexity and liquidity concerns. This comprehensive guide will help you understand whether structured notes are the right fit for your portfolio and how they can contribute to a balanced, diversified investment plan. Ideal for investors seeking alternatives to reduce market volatility and explore new avenues for financial growth.

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The Power of a Solo 401(k): Potential Game-Changer for Real Estate Professionals
Shawn Ogawa Shawn Ogawa

The Power of a Solo 401(k): Potential Game-Changer for Real Estate Professionals

  • Maximize Contributions: A solo 401(k) allows real estate professionals to contribute more than a standard 401(k), especially in high-earning years, reducing taxable income.

  • Tax Advantages: Offers both traditional (tax-deferred) and Roth (tax-free growth) options, helping minimize tax exposure and grow wealth efficiently.

  • Investment Flexibility: Unlike standard plans, solo 401(k)s provide the freedom to invest in a variety of assets, including real estate.

  • Access to Funds: Features a loan provision for quick access to capital when needed, up to $50,000 or 50% of the account value.

  • Ideal for Solopreneurs: Tailored for self-employed professionals with no employees, making it a powerful retirement tool for those in the real estate industry.

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