Speaker: Harlan J. Accola, National Reverse Mortgage Director, CRMP, CSA, FAIRWAY Independent Mortgage Corporation

Description:  Sequence of Returns Risk Legacy Wealth - can your clients use a reverse mortgage in estate planning? Advanced Tax Planning - Are interest, real estate taxes, or MIP deductive when paid? Are deductions passable onto the heirs? Life Insurance - What are the best strategies for life insurance using a reverse mortgage? Medicaid & Long-Term Care (LTC) Strategies Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect Medicaid eligibility?


Questions: Contact Sarah at admin@austinfpa.org.



Retirement Savings and Income Planning