Case Study: How Our Client Used her Inherited IRA to Help Purchase Real Estate to Occupy and Create Income!

Case Study-How our client used her inherited IRA to help purchase real estate that she could occupy and create income with our IRA Real Estate to Occupy program. Our program gave Terri everything she was looking for: peace of mind and an opportunity to enjoy a vacation lifestyle for her and her family with a tax effective IRA real estate investment that enhanced her portfolio, lifestyle, market position and legacy.