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Adding Housing Wealth to a Retirement Plan
Retirement planning has traditionally excluded housing wealth, however, with rapidly appreciating home values, and the need to plan for longer lifespans, more advisors are taking a fresh look at reverse mortgages.

In this class we will explain how a reverse mortgage works including eligibility, costs, misconceptions, and safeguards. We will then review case studies of using it to supplement asset distribution strategies, manage long term care risks, facilitate Roth Conversions, delay social security and other tax deferred distributions, fund legacy strategies and much more.

This class is eligible for 1 CFP CE credit.

Jul 20, 2022 12:00 PM in Central Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Stephen Resch.