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SECURITIES, LEGAL AND TAX ISSUES : Topics

IF YOU HAVE LOST MONEY ON A FRAUDULENT INVESTMENT
A 165 Theft Loss Deduction allows investors to write off the entire loss in one year (instead of being limited to $3,000 per year) and roll unused losses forward for 20 years. This allows a recapture of 30-50% of an investment loss caused by fraud/theft.
> VRI Assessment Fee for 165 Qualification - 0
> VRI 165 Theft Loss Qualification Packet - $395

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