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
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.
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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.