All Forum Posts by: Matt Ruttenberg

@Satish Lakhapatri

Check out my comments… delicate design to maintain the favorable tax status.

@Ernesto Barragan JR

In addition to my other comment… you need to be careful not “MECing” the policy, which basically loses the tax benefits.

It’s better to design a policy that put the funds in over time.

It can still be the same amount of money, just over several years. You’d need to run numbers to make sure it doesn’t do this. It’s a very individualized product.

@Ernesto Barragan JR

Good question! In order to move money from a 401k to WL, you’d have to pay all the taxes on it that you owe first, then it would go in after tax.

I’ve designed many of these and I wouldn’t suggest using your 401k money for this. Use non-qualified assets.

I’d be happy to run numbers if you like.

@Zachary Blomberg my brother is actually using Tardus. Is in his first round and so far so good.

@Troy Bailey no we moved on because we got outbid to n the property. We’re now in Hawaii! Lol. We move fast!

@David Zall. Hey there! Did you ever find any lending options for this tree house idea?

I live in western NC and want to do the same thing on around 30 acres in the mountains.

Thanks in advance!

@Don-Carlos Moniz never mind I get it! Lol. It’s called a 203k. I was curious why you mentioned such a specific amount of a loan for $203,000. Haha

@Don-Carlos Moniz thanks for the response. This would be our primary, for awhile anyways. What would the 203k type of loan be called?

Anyone have insight on purchasing an uninhabitable property? Or is this strictly a cash or owner financing type of deal?

@Jake Cohen good call on the 0% directly with the furniture store. I’ll send you a message.