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]
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