Charting a New Path

Take Charge of Your Personal Economy

Tactical Income, Inc

For a quarter of a century, Don Meredith and Tactical Income, INC have stood out from the crowd with adherence to a set of ethics and principles that have produced results for clients.

We are at a unique point in history. Observation of the last few years of investment performance point to stand out strategies which have thrived and fit the new and ever changing financial landscape. We have selected from the best in class of these investments and offer personalized service to assist you in making sense of your finances and getting your personal economy under control. Our investment strategies are designed to minimize tax exposure as well.

Tactical Income, INC has come to be known for creating income streams which are resilient and customized to your personal goals, time horizons, investing styles and risk appetites. We invite you to call us to learn how to find investment balance and chart your new financial course…

Investment Concepts

We believe fundamentals supporting the retail real estate sector are poised to capture growth in today’s recovering economy.

REIT – Real Estate Investment Trust

We believe fundamentals supporting the retail real estate sector are poised to capture growth in today’s recovering economy.
We select mutual funds that provide tactical income strategies for a new economy. They are designed to manage downside risk and are selected from the largest and most respected fund managers in the world.

Mutual Funds

We select mutual funds that provide tactical income strategies for a new economy. They are designed to manage downside risk and are selected from the largest and most respected fund managers in the world.
A DST is a separate legal entity created as a trust under Delaware statutory law. The law permits a very flexible approach to the design and operations of a DST. However, to use a DST in a Section 1031 syndication program, it must comply with the requirements of IRS Revenue Ruling 2004-86 and must also (if the DST’s property is debt financed) meet lender requirements.

1031 Exchange & DST

A DST is a separate legal entity created as a trust under Delaware statutory law. The law permits a very flexible approach to the design and operations of a DST. However, to use a DST in a Section 1031 syndication program, it must comply with the requirements of IRS Revenue Ruling 2004-86 and must also (if the DST’s property is debt financed) meet lender requirements.
Our 401K and IRA investments are tailored to reflect your time of life, risk tolerance and retirement goals. Our independence allow us to provide guidance free of conflicts of interest and greater opportunity band width than potentially provided by a large brokerage service.

401K & IRA

Our 401K and IRA investments are tailored to reflect your time of life, risk tolerance and retirement goals. Our independence allow us to provide guidance free of conflicts of interest and greater opportunity band width than potentially provided by a large brokerage service.
These unique business models seek to manage and reduce the risk factors associated with traditional Oil and Gas investments. The tax benefits may be unparalleled when addressing the alternative minimum tax code as well.

Oil & Gas

These unique business models seek to manage and reduce the risk factors associated with traditional Oil and Gas investments. The tax benefits may be unparalleled when addressing the alternative minimum tax code as well.

The material contained herein does not constitute an offer to buy or sell any real estate, securities, or insurance.  Such offers are made only by a sponsor’s memorandum or prospectus or contract which should be read and understood before investing  As with any real  estate investment there are various risks, including but not limited to:  illiquidity, limited transferability, and variation in occupancy which may negatively impact cash flow, and even cause a loss of principal.  There are material risks associated with the ownership of investments.  Some investments are only available to suitable accredited investors.

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