Certified Public Accountants

Retirement Tax Planning Should Start As Early as Possible

Let’s Partner Up!

Many homeowners confuse the difference between “tax preparation” and “tax planning.” At RMS, we believe that there are tremendous benefits for homeowners when CPAs, Financial Advisors, Attorneys, Realtors, and Retirement Mortgage Specialists collaborate on strategic retirement tax plans.

Long-Term Benefits Enabled by Reverse Mortgage Loans:*

Mortgage Interest Deduction Strategies

Reduce Taxable Income from IRA/Qualified Fund Distributions

Acquisition Indebtedness Planning

Strategic Planning for “Roth Conversion”

Get In-Depth with Recovering a Lost Deduction

If you want to see how useful reverse mortgage
loans can be for retirement tax planning, read this paper by Dr. Barry H. Sacks, PhD, JD, and Certified Specialist in Taxation Law.

Read “Recovering a Lost Deduction”

Why Fairway Should Be Your Go-To Partner

It’s not just because we’re nationwide and have served millions of clients, it’s because customer service is a way of life to us. We will work with you to integrate home equity into your clients’ retirement tax planning strategies.

Find Out More About RMS.

Please fill out the form below and we will be in touch!

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*The information in this advertisement does not constitute financial planning advice. Please consult a financial planner regarding purchasing an annuity and your specific retirement plan.

Certified Public Accountants

Retirement Tax Planning Should Start As Early as Possible

Many homeowners confuse the difference between “tax preparation” and “tax planning.” At RMS, we believe that there are tremendous benefits for homeowners when CPAs, Financial Advisors, Attorneys, Realtors, and Retirement Mortgage Specialists collaborate on strategic retirement tax plans.

Long-Term Benefits Enabled by Reverse Mortgage Loans:*

Mortgage Interest Deduction Strategies

Reduce Taxable Income from IRA/Qualified Fund Distributions

Acquisition Indebtedness Planning

Strategic Planning for “Roth Conversion”

Get In-Depth with Recovering a Lost Deduction

If you want to see how useful reverse mortgage
loans can be for retirement tax planning, read this paper by Dr. Barry H. Sacks, PhD, JD, and Certified Specialist in Taxation Law.

Why Fairway Should Be Your Go-To Partner

Find Out More About RMS.

Please fill out the form below and we will be in touch!

INFORMATION

CONTACT US

COMPLAINTS

LEGAL

CPAs

Certified Public Accountants

Retirement Tax Planning Should Start As Early as Possible

Many homeowners confuse the difference between “tax preparation” and “tax planning.” At RMS, we believe that there are tremendous benefits for homeowners when CPAs, Financial Advisors, Attorneys, Realtors, and Retirement Mortgage Specialists collaborate on strategic retirement tax plans.

Long-Term Benefits Enabled by Reverse Mortgage Loans:*

Mortgage Interest Deduction Strategies

Reduce Taxable Income from IRA/Qualified Fund Distributions

Acquisition Indebtedness Planning

Strategic Planning for “Roth Conversion”

Get In-Depth with Recovering a Lost Deduction

If you want to see how useful reverse mortgage loans can be for retirement tax planning, read this paper by Dr. Barry H. Sacks, PhD, JD, and Certified Specialist in Taxation Law.

Why Fairway Should Be Your Go-To Partner

Find Out More About RMS.

Please fill out the form below and we will be in touch!

INFORMATION

CONTACT US

COMPLAINTS

LEGAL

If you want to see how useful reverse mortgage
loans can be for retirement tax planning, read this paper by Dr. Barry H. Sacks, PhD, JD, and Certified Specialist in Taxation Law.