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Purchase With Your Retirement Account

Purchasing through your retirement account is a great way to go. It is the investment vehicle that many of our clients utilize for 2 primary reasons:

  1. It provides a great tax shelter for future capital gains.
  2. You don’t have to reach into your pocket to take out any cash because those funds are already tied up. It's just a simple matter of transferring funds from one qualified plan into another with no penalties from the government.

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