Page 13 - Retail Jumbo Booklet

Talk to your financial
professional about
preserving your
investments

Cash Preservation Tool Tax Reduction Tool

Preserve more of your cash when buying Avoid a potential large capital gains tax that
your next primary residence. Simply add a home sale could trigger. Rather, tap your
the Advantage to your down payment to home equity using the Advantage. Your loan
complete the purchase, after which you will proceeds are paid out tax free.
have no monthly mortgage payments. You
are still responsible for home maintenance,
property taxes, and homeowners insurance.

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