Right now you can use your IRA or 401k Rollover
to purchase a second home or vacation home.

Do you want to know one of the smartest moves you can make these days? Use your IRA or 401(k) rollover monies to invest in real estate. Many investors do not know that qualified retirement money can be accessed to diversify investments with personal real estate ownership. However, you can:

• Own and occupy your dream home or condo.
• Purchase your own office space and recover the lease payments.
• Buy the investment property you have been eyeing.

No need to wait until you retire. Sum Total Financial Management Inc. specializes in helping you explore beyond the stock market and traditional investments for your IRA or 401(k) rollover.

With our personal-ownership approach, the real estate is titled to you, the client, not the IRA. This structured process integrates and coordinates an IRA or 401(k) rollover with a real estate purchase. Therefore, you can receive the comprehensive outcome of returns and tax advantages that are typical of real estate ownership.