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The point of my response to Zev's initial, cogent question was that there are numerous situations where using taxable qualified plan distributions in tandem with structuring mortgage debt can produce advantage. The estate planning dimensions of my post are particular to the example, but the viability of the strategy does not turn on the estate planning aspect. I will post again in response to your request for examples of more contemporary advantages. I just didn't want to delay responding as long as I did on the previous post.

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