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If homeowning clients are looking for tax-free cash in their retirement years, see whether a reverse mortgage suits their needs.
Advisors are used to promoting investment strategies that build wealth for the future. However, with 80 million retirees on the horizon, distribution is poised to become a much more in-demand service. Here's what you need to know to add a specialized income-planning component to your business.
Converting home equity into tax-free income provides seniors with a big security cushion.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025