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This webinar will feature reverse mortgage expert Shain Urwin, a former financial advisor, on how to use a Reverse Mortgage to offset RMDs from Traditional IRAs and 401ks. Shain will also review how to properly stack interest on a Reverse Mortgage as a tool to enable a ROTH IRA conversion.

Financial planning expert Carrie Jones will join Shain to show how reverse mortgage strategies can be modeled in the eMoney program.

Attendees will learn: 

  • How a reverse mortgage can be used to reduce tax liabilities
  • How a reverse mortgage can be used to facilitate a Roth conversion
  • How a reverse mortgage can be used as part of a tax bunching strategy


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


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