Should Wealthy Clients Use Home Equity to Taxes? It Could Carry a Price.


Home equity is traditionally used for such familiar costs as home repair, education and debt consolidation, but wealthy clients have the option to use such assets to reduce taxes, advisors say.

Such strategies, however, carry a price for any tax savings.

There are other considerations, as well. Partner Todd Neal recently shared some of his thoughts in an article in Financial Advisor.

Please read Todd’s full interview with Financial Advisor here

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