Resources

Tax Planning with a Reverse Mortgage – With a reverse mortgage you won’t have a mortgage interest deduction unless you pay the loan down. Your other deductions may not be large enough to itemize – by “bunching” them together you may save taxes. If you pay your loan down pulling deductions into that year may save taxes.

Social Security delay causes income gap from 62 to 70. Funding it with Reverse Mortgage Line of Credit raises “success rate” from 5% to 90%! SS Delay Case Study describes the case study summarized in SS Delay Case Study Powerpoint.

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