Home Equity - Walker v LSW

(p73) - Spooner

  • A They went through this series of showing us all the traditional retirement accounts and then presented this private retirement account notion where you could take the equity in your home or your property and use it to set up these accounts where you could take tax-free retirement income later in your retirement years.

2014 0415 – DOC 808 – Trial Transcript – Walker v LSW – 229p

(p164) -  Howlett - Book - Missed Fortune - Patrick Kelly

Q Did he recommend that you read a book called Missed Fortune 101?
A Yes.
...
Q Did you read the book?
A No. I only read very small portions of the book.

...

Q Do you remember whether the book said that you shouldn't fund a life insurance policy solely from the equity of your home?
Q Those weren't pages that you read?
A - <all No> 

2014 0416 – DOC 809 – Trial Transcript – Walker v LSW – 236p