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Guest Expert: Shain Urwin and Carrie JonesThis 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...
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"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!"
"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!"