Mar 29, 2016
This week Mike D'Ambrosio is joined by tax deferral strategist Carl Warden from Exchange Solutions. Mike and Carl discuss how many baby boomers have not saved enough for retirement and are reliant on their homes worth. Carl then moves onto today's main topic, Deferred Sales Trusts, giving us examples to explain how they work and 3 major pros of using them. He also offers us downsizing strategies and responds to a caller's question about tax implications and penalties on an investment property his parents plan to liquidate.
To contact Mike D'Ambrosio you can visit his website at www.MikeSellsSiliconValley.com, email him at firstname.lastname@example.org or call at (408)630-0101.
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