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Baby Boomer Wealth Transfer

Features • February 23, 2004
Today's planners sit on the leading edge of what is expected to be the greatest transfer of wealth in the history of America. The economic boom of the 1990s created an unprecedented amount of ...

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Subject: Baby Boomer Wealth Transfer - Home Equity Management

Posted On: September 6, 2007, 9:15 am CDT
Posted By: Kim Curtis
Comment:
As the baby boomers begin to transfer their wealth from qualified plans (growth)into income and preservation vehicles planners should be well versed on the subject of Home Equity Management.

A properly structured Equity Harvesting plan can offset 100% of the taxes when transferring money out of a qualified plan [assuming that the strategy is deductible in compliance with IRS code IRC Title 26 Section 163]

For more details and case studies email me at kcurtis@loanchatlive.com
Subject Posted By Posted On
Baby Boomer Wealth Transfer - Home Equity Management Kim Curtis
Sep 6, 2007, 9:15 am
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