“Trusts and Estates”

115 Search Results

115 Search Results

Alternative Investments: Definition, Examples, Benefits and Risks

Alternative Investments: Definition, Examples, Strategies

https://www.sofi.com/learn/content/what-are-alternative-investments/

…estate, healthcare facilities, and more. Investors can also buy into Real Estate Investment Trusts, or REITs. •   Pros and cons: Although real estate tends to hold its value over time,…


A Guide to Financial Securities Licenses

A Guide to Financial Securities Licenses

https://www.sofi.com/learn/content/financial-securities-licenses/

…can sell while holding this securities license include: •   Mutual funds (closed-end funds on the initial offering only) •   Variable annuities •   Variable life insurance •   Unit investment trusts (UITs)…


Guide to Achieving a Better Life Experience (ABLE) Accounts

Guide to Achieving a Better Life Experience (ABLE) Accounts

https://www.sofi.com/learn/content/what-is-an-able-account/

…may want to keep a detailed record of withdrawal and how those funds are used, including copies of receipts. ABLE Accounts vs Special Needs Trusts A special needs trust (SNT)…


How to Invest in Real Estate: 7 Ways for Beginners

How to Invest in Real Estate: 7 Ways for Beginners

https://www.sofi.com/learn/content/how-to-invest-in-real-estate/

…Investment Trusts (REITs) A real estate investment trust (REIT) is a company that owns and operates income-producing properties. The types of properties you might find in a REIT include warehouses,…


REITs vs Real Estate Crowdfunding

REITs vs Real Estate Crowdfunding

https://www.sofi.com/learn/content/reits-vs-real-estate-crowdfunding/

…of real estate crowdfunding vs. REIT investing can help you decide which one makes the most sense for your portfolio. Understanding Real Estate Investment Trusts (REITs) Real estate investment trusts


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