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Guest Expert: Dan Williams and Todd Swanson, C2 Financial Corp.This webinar featured reverse mortgage experts, Dan Williams and Todd Swanson, providing an update on the most popular type of reverse mortgage, i.e. FHA-insured Home Equity Conversion Mortgage (HE...
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A few comments from listeners when they were asked what the learned from the webinar:
1009-R to 1098-INT swap for certain type RMs. RMs LOC use to pay Roth conversion taxes...brilliant!
- Darryle G.
Deductibility of interest paid, and loved the concept of drawing on the line to pay down the balance accrued and being able to deduct interest in year paid if acquisition or improvement loan $. I will discuss with my CPA.
- Marian J.
Using a HECM to pay Roth conversion taxes, availability of jumbo HECM LOCs
- Kenneth S.
Using a HECM to pay tax on Roth conversion.
- Nelson M
1009-R to 1098-INT swap for certain type RMs. RMs LOC use to pay Roth conversion taxes...brilliant!
- Darryle G.
Deductibility of interest paid, and loved the concept of drawing on the line to pay down the balance accrued and being able to deduct interest in year paid if acquisition or improvement loan $. I will discuss with my CPA.
- Marian J.
Using a HECM to pay Roth conversion taxes, availability of jumbo HECM LOCs
- Kenneth S.
Using a HECM to pay tax on Roth conversion.
- Nelson M
1009-R to 1098-INT swap for certain type RMs. RMs LOC use to pay Roth conversion taxes...brilliant!
- Darryle G.
Deductibility of interest paid, and loved the concept of drawing on the line to pay down the balance accrued and being able to deduct interest in year paid if acquisition or improvement loan $. I will discuss with my CPA.
- Marian J.
Using a HECM to pay Roth conversion taxes, availability of jumbo HECM LOCs
- Kenneth S.
Using a HECM to pay tax on Roth conversion.
- Nelson M