Webinar Registration

Tax Planning with Reverse Mortgages
Boost Your Client's Reverse Mortgages, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, October, 4
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Shain Urwin
Shain Urwin
National Reverse Mortgage Director C2 Financial Corp.
Carrie Jones
Carrie Jones
Financial Planner Delegated Planning

What You'll Learn

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…

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