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Mike talks about tax deferral strategies with Carl Warden.

Mike talks about tax deferral strategies with Carl Warden.


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, email him at or call at (408)630-0101.


Be sure to call in with your questions during the show at 1(800)516-1220 between 3:00 p.m. and 4:00 p.m. PST on AM 1220 KDOW. To learn more about all our hosts and how to contact them, simply visit

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