Can I use the funds I receive from a Tax Deferred Cash Out (TDCO) to buy a personal residence?
[vc_row][vc_column][vc_column_text]Yes. HOWEVER, there will be added annual tax consequences for doing so that might in turn cause the strategy to have little to no value. The loan monies that you […]
Why Haven’t I Heard of a Tax Deferred Cash Out (TDCO) Before?
[vc_row][vc_column][vc_column_text]This is a very common question that is asked of us in our presentations. Often, the interaction goes like this. Client: “why haven’t I heard of this before?” Our team: […]
Numbers, Goals, and Personality
[vc_row][vc_column][vc_column_text]When a prospective client is considering a Tax Deferred Cash Out (TDCO), we inform them that we are looking at 3 criteria to see if that particular tax strategy is […]