Terry Treudt

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IM:
Profiles:

I am Terry Treudt of Sum Total Financial Management. I have been helping investors nationwide use retirement funds to legally and safely buy real estate, even before retirement. Sum Total Financial has done the research and can help navigate the legislative requirements and the IRA tax laws that can encumber many investors.

Sum Total Financial Management, Inc. has been serving people across the country since 1990. Headquartered in the Chicago Metropolitan area, our client base is a broad one including large and small business enterprises as well as individuals interested in their financial well being.

Experience

I have been helping investors nationwide use retirement funds to legally and safely buy real estate, even before retirement. Sum Total Financial has done the research and can help navigate the legislative requirements and the IRA tax laws that can encumber many investors.

Real Estate Goals

Using retirement funds to purchase a 2nd home allowing you to use and enjoy your investment before you actually retire.

We know and study the tax legislation that enables us to accomplish this for our clients. Each part of the process is carefully assessed and structured for the best and most tax effective outcome for you. With over fifteen years experience, as well as our CPAâ€™s analysis we document and safeguard each transaction every step of the way.

Currently Seeking

Home buyers wanting to use their retirement funds to invest in a 2nd home. This is a program that holds the property outside of the retirement account and allows for the use and profit of the property immediately.