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INCOME DISTRIBUTION REQUEST FORM 8/2016 Please Print or Type Forward To: First Trust Retirement, c/o DST Systems, Inc. IMPORTANT INFORMATION: Each
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Real Estate Investment:

01
Research and evaluate various real estate options, such as residential, commercial, or industrial properties.
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Consider factors like location, market trends, potential returns, and long-term prospects.
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Who needs real estate investment?

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Stock Market Investment:

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Understand the basics of the stock market, including how it works, different investment options, and key terminologies.
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Venture Capital Investment:

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Each alternative investment has its own unique characteristics and potential for returns, such as private equity, hedge funds, real estate, commodities, and cryptocurrencies.
Investors or individuals who have invested in alternative investments are required to file relevant tax forms and financial disclosures.
Each alternative investment requires careful consideration and due diligence in filling out the necessary paperwork and reporting accurate information to regulatory authorities.
The purpose of alternative investments is to diversify investment portfolios, hedge against market risks, and potentially earn higher returns compared to traditional asset classes.
Information such as investment amounts, performance data, fees, and tax implications must be reported on each alternative investment.
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