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Roth Conversions and Reverse Mortgages
This class is taught by Steve Resch, CLTC; VP of Retirement Strategies at FAR; Investment Advisor and partner in a wealth management firm.

A new consideration for paying taxes incurred with a Roth Conversion could be the use of home equity with a reverse mortgage. This provides the liquidity that might not otherwise be available to reallocate a portion of your net worth into an income tax free status, creating tax and cash flow flexibility and potentially a higher net worth over time.

We will walk through this topic, the benefits this strategy brings, and even note when it is most clearly a good solution!

Additionally we will delve deeper into multiple scenarios that helped draw these clear conclusions. You don’t want to miss out on this comprehensive review of this strategy.

Dec 8, 2020 01:00 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.