Asked by J Mario Preza, Daly City, CA • Fri Mar 30, 2012
I have a prospect who called recently asking me what the potential ramifications might be if she were to close and IRA to use these funds to buy a house. Not being an accountant, and not wanting to give that sort of advice, I referred her to her accountant to get the insights needed. However, is anyone on the forum familiar with these sorts of financial (planning) maneuvers? It isn't the first time I hear something similar. Thanks.
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