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BARA CE Class – Retirement Mortgages

Sep 28 @ 9:00 am - 11:00 am

Home with red roof


Sep 28
9:00 am - 11:00 am
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Boulder Area Realtor Association
4790 Table Mesa Drive. Suite #200
Boulder, CO 80305 United States
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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.