Credits
1.0
Content Area
Products and Practice
Description
This advanced course delves into strategic tax and financial planning opportunities using reverse mortgages. Participants will gain a comprehensive understanding of how payments are applied in the "waterfall" order for Home Equity Conversion Mortgages (HECMs) and explore the benefits of making payments on the line of credit, including increased credit availability and potential tax deductions for interest paid. Through case studies, advisors will observe how leveraging home equity can positively impact both client lifestyle and overall wealth.
Topic(s)
Financial Planning
Retirement planning
Tax
Credits
1.0
Format
In-person seminar/event
Live webinar/online presentation
Other Professional Designations
CFP
ChFC
Complexity
Advanced
Content Area
Products and Practice
Course Date
Scheduled Date