Will a Reverse Mortgage Help or Hurt Your Financial Plan in Retirement? Watch CERTIFIED FINANCIAL PLANNER™ Professional Colin Exelby, discuss the pros and cons of reverse mortgages.

Taking steps to prepare for the future is smart and that is why in this video I’ll explain why a reverse mortgage could be a crucial part of a financial plan in the right situations.

Reverse mortgages allow Americans 62 and over to borrow money against the equity in their
home with no obligation to repay it as long as they live there. Because you are tapping home equity, the proceeds come tax-free to the borrower. Once the home sells, the lender is paid back in full from the proceeds of the home. Are you a candidate to add a reverse mortgage to your financial plan?

Stick with me as I explain Part 8, of my series Creating a 100% Tax Free Income Stream in
Retirement. How reverse mortgages can:
● Deliver a tax-free income stream
● Potentially increase your net worth
● Keep social security from being taxed
● Avoid IRMAA surcharges on Medicare

TIME STAMPS :
00:00 Introduction
02:15 Disclosures
02:35 What is a reverse mortgage?
05:22 Why Are Reverse Mortgages Important to a Financial Plan?
07:40 "Stealth Taxes"
09:50 "Widow’s Penalty"
10:46 Who Do they Make Sense For?
13:08 What Happens When A Reverse Mortgage Borrower Does Pass Away?
13:58 What To Look Out For

★☆★ U.S. Department of Housing and Urban Development (HUD) ★☆★
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★☆★Suzie Orman Says Yes to Reverse Mortgages★☆★
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★☆★ Using Current Tax Brackets to Create Tax-Free Income. ★☆★
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★☆★ How to Create a 💯 % Tax-Free Retirement Income PLAYLIST ★☆★
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[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.

I provide financial planning for business owners and their families that makes sense.

Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.

We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy

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If this sounds like what you are looking for then hit the subscribe button right here and I'll see you in the comments!

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