CPA - medium firm
Other
Real Estate Professional
What is a reverse mortgage? Is it just a loan program designed for mortgage companies to steal your home during retirement, or is it a good option to get to a tax-free and risk-free retirement? In this webinar, I will cover the details of how a reverse mortgage works and what you need to know to determine if a reverse mortgage can benefit you.
Learning Objectives:
- Identify the requirements for obtaining a reverse mortgage
- Identify the fees associated with a reverse mortgage
- Recognize what questions you should ask if looking for a reverse mortgage
- Identify the potential pitfalls of a reverse mortgage
Dave Hall
The Prosperity Guy
Managing Partner
dave@theprosperityguy.com
(844) 455-0500
Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this by using little-known tax and investment strategies many other advisors overlook.
As the Prosperity Guy founder, Dave now spends his time educating thousands of professional advisors on how they can get themselves and their clients to the zero percent tax bracket and transform their retirement.
About Our Presenter