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Tax Planning with Reverse Mortgages
Guest Expert: Shain Urwin and Carrie Jones
Date:
Attendee's Excellent Rating: 92%
Webinar Replay Description

This webinar featured 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.

Here is a link to Barry Sacks’ article in the Journal of Taxation: 

Dr. Barry Sacks Recovering a Lost Deduction

Attendees Comments:


"New Ideas" Learned According to Webinar Attendees:

"I loved the idea of "interest stacking" (kind of like for charitable giving), but especially useful since they are a non-cash tax deduction that can be used to move tax-deferred monies out of accounts without having to pay taxes out of pocket. Phenomenal!"

"I'm kind of speechless about how much I learned today. Seriously!"

"How valuable a reverse mortgage discussion would be to many of my clients."

"I learned that 1098 based upon actual payment and not accrual. Great info!"
Comments

"New Ideas" Learned According to Webinar Attendees:

"I loved the idea of "interest stacking" (kind of like for charitable giving), but especially useful since they are a non-cash tax deduction that can be used to move tax-deferred monies out of accounts without having to pay taxes out of pocket. Phenomenal!"

"I'm kind of speechless about how much I learned today. Seriously!"

"How valuable a reverse mortgage discussion would be to many of my clients."

"I learned that 1098 based upon actual payment and not accrual. Great info!"
10.04.2023 - Reverse Mortgages