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Adding Housing Wealth to a Retirement Plan
Retirement planning has traditionally excluded housing wealth, however, with volatile investment and interest rate markets, yet still the need to plan for longer lifespans for their clients, 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.

Aug 25, 2022 02:00 PM in Eastern Time (US and Canada)

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