"Why didn't I think of that?"

📝 Was a common response I received from my last email about (possibly) taking money from your retirement account and using that for your down payment. 

📝 I gave the example of someone I have recently helped buy - and, their retirement account return was 1.67% for the last 12 months. 

📝 Yikes. 

👉 So, to simplify - I wanted to lay out the recommended steps I would take to check it out: 

✔️ Get your latest statement and check your returns

✔️ On your statement is a phone number to the company - give them a call and see if taking out money is possible

✔️ Ask them what the fees are, the terms of the loan, how its paid back, and how quickly you get the money

✔️ Wire the money to your bank account, get a copy of your terms from them, apply for your mortgage loan. 

✔️ Once you know your loan, and terms, search for real estate

📝 Feel free to leave a comment below - or, text/call me at (760) 297-4539

Your Retirement Tapping Insider, 


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