How to Supercharge Your Roth Conversion with a Reverse Mortgage
How can a reverse mortgage help support your retirement? The number 1 reason why people don't execute a Roth conversion is because they don't want to pay taxes on their IRA's until the IRS requires it. In this video, David McKnight interviews Don Graves of the Housing Wealth Institute to discuss how you can utilize reverse mortgages to prepare for a tax-free retirement. Learn more about
Don at https://www.HousingWealthInstitute.com
0:00 Welcome
0:39 Podcast Intro:
1:34 Why Would You Use A Reverse Mortgage?
4:22 David Commentary
5:56 How Are Reverse Mortgages Tax Free?
10:48 Another Stream Of Tax-Free Income
14:34 True Tax-Free Investments
16:40 How Do Reverse Mortgages Eliminate Tax Conversion Worry?
23:18 A Pool Of Tax-Free Assets Gives You Options
28:25 Wonder If I’m A Candidate For A Reverse Mortgage?
30:58 Best Way To Learn More About DG And What He Does
31:46 David Conclusion
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Don Graves, RICP®,CLTC® and Certified Senior Advisor, CSA is the president and founder of the Housing Wealth Institute, an Author, and Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning. NMLS 142267
For More About Don Graves
LinkedIN: / askdongra. .
Facebook: / askdongraves
Twitter: / askdongraves