- This event has passed.
BARA CE Class – Retirement Mortgages
Sep 28 @ 9:00 am - 11:00 am
Introduction to what retirement/reverse mortgages are, the requirements, eligibility, reverse mortgages for purchase and the benefits. How to use a retirement/reverse mortgage in retirement to improve cash flow, avoid sequence of returns risk, pay less in taxes and live a better quality of life in retirement with less worries.
Advanced Tax Planning*: Are interest, real estate taxes, or mortgage insurance a deduction when paid? Are deductions passable onto the heirs?
Social Security & Life Insurance: What are the best strategies to facilitate maximum Social Security benefits using a reverse mortgage?
*This seminar does not constitute tax advice. Please consult a tax advisor regarding your specific situation.