1. Investment Strategies Through Your Strategic Affluence 401k This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

2. Investment Strategies Most are familiar with the notion of real estate investing within their Self Directed Accounts, and many investors first open up their Strategic Affluence 401k with real estate specifically in mind. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

3. Investment Strategies But what are some of the less common (and perhaps less competitive) ways in which you can utilize your Strategic Affluence 401k? This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

4. Investment Strategies This video is not all-inclusive, but the objective is to simply throw out some ideas that may spawn some creativity in your thinking regarding these or any other out-of-the-box investment strategies. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

5. Prohibited Investments Of course, to start, there are very few investments that your Strategic Affluence 401k can NOT engage in. Those that you must avoid are commonly known as “Prohibited Investments.” This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

6. Prohibited Investments The major classification of prohibited investments is “collectibles” which includes artworks, rugs, antiques, metals, gems, stamps, coins, alcoholic beverages, etc. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

7. Prohibited Investments An exception to coins is U.S. government-issued or state-issued gold and silver coins. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

8. Prohibited Investments The IRS is allowed to define other items as collectibles but has not done so. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

9. Prohibited Investments Besides the very few prohibitions we’ve covered, along with avoiding inappropriate interactions with “Disqualified Persons” (more on this later)… This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

10. The SKY IS THE LIMIT! This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

11. Real Estate Strategies Even within real estate, there are more unconventional ways to invest than just single-family homes, although that is a great place to start. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

12. Real Estate Strategies For example, you could choose to focus on such segments as… This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

13. Real Estate Strategies Apartments Self-storage facilities Luxury properties Raw land Farmland Mobile Home Parks / RV Parks This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

14. Other Investment Strategies Outside of real estate, here is a list of options to get your creativity flowing... This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

15. Other Investment Strategies  Tax Lien Certificates/Tax Deeds (depending on the state)  Real Estate Mortgage Notes  Promissory Notes  Equipment Leasing  Precious Metals Bullion (and government coins as mentioned in the IRS exceptions earlier)  Foreign Currencies (Forex) This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

16. Other Investment Strategies  Oil, Gas, Alternative Energy Investments  Stocks, Bonds, Options Trading  Private Placements  Judgments/Liens/Settlements  Limited Partnerships, LLCs, C-Corporations (NOT S-Corporations)  Private Lending/”Hard Money” Lending  Factoring Investments (Invoicing or Accounts Receivable Financing) This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

17. Other Investment Strategies We’ve heard of individuals purchasing cell phone towers, billboards, financing automobiles, investing in show horses and cattle, and many other strategies… This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

18. Other Investment Strategies And unlike IRAs, your Strategic Affluence 401k CAN invest in Life Insurance, as long as it meets the requirements and maximum percentage contributions as stated in the Basic Plan Document. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

19. As always, just make sure you follow all the rules, which we will cover extensively in our monthly coaching calls. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

20. Other Investment Strategies In separate trainings, we will cover in more detail some of the strategies we listed here, as well as some of the “Prohibited Transactions” rules. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com

21. Other Investment Strategies But hopefully this short list will spark some creative ideas in many of you as you move forward in optimizing your Strategic Affluence 401k. This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com