Category: Advanced Strategies
Reflections and Strategies for Using Housing Wealth in Retirement
Dr. Barry Sacks unpacks how reverse mortgages can support tax-efficient retirement strategies.
Unlock Your Home Equity and Keep Your Current Low-Interest Mortgage
How Housing Wealth Can Lower Taxes and Protect Retirement Income
Exploring what’s new, what’s misunderstood, and what’s valuable in today’s reverse mortgage
Featuring my conversation with Robert Powell, CFP®, Editor of Retirement Daily
24 Key Questions Elite Advisors Can Consider About Reverse Mortgages