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Step One – IRA Real Estate Education

In order to accommodate our nationwide clientele, STEP ONE is usually completed via a telephone conference call.

This meeting is designed so you can learn about the two ways in which your IRA can be used to purchase real estate. Both methods are very different and should be carefully considered so that you can determine which method is best for you and your family.

To begin, print the following items:

To set up the Step One meeting call us at 1.800.525.1893 or email us at alanpotts@pottsfinancial.com.

 

  

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