HappySeniorHomeOwners Blog

Solutions From The NEW Reverse Mortgage

May 21st, 2015 1:04 PM by Juan Luis Rodriguez-Kohly

SOLUTIONS FROM THE NEW REVERSE MORTGAGE

 

Receive TAX FREE** funds (IRS.gov Pub936) to use as you wish: 

· Age in Place 

· Financial security

· Pay bills

· Improve Quality of Life

· Improve/repair home 

· Long Term Care 

· Repair or Buy auto

· Tax Free* Cash Reserve with a Growing CreditLine

· Pay domestic help / Caregiver

· HealthCare Expenses

· Supplement Income

· Prevent Foreclosure

· Grandkid’s education

· Divorce Settlement, · Travel, ? etc...

 

FINANCIAL / RETIREMENT PLANNING**:

 

· Avoid selling assets and paying Capital Gains Tax

· Reduce Taxable Estate

· Free-up liquidity

· Reduce taxable IRA withdrawals      

· Manage market volatility

· Charitable or Sect. 529 Gifts

· Delay Social Security

· Portfolio Survivability

· Maximize after-tax value of wealth

· Tax Free* Cash Reserve with a Growing CreditLine

· Life Insurance Trust -“2nd to die policy”

·  etc... 

                                           Consult Financial/Tax advisor

 

POWERFUL SOLUTIONS FOR TODAY!

Your comments will be appreciated. Post here or send them to RodKohly@Gmail.com   *   For most answers call me at 786-262-6486  or visit http://HappySeniorHomeOwners.com   (English-Español).  Follow me in Facebook: http://Facebook.com/RodKohlyLO    To tell a friend visit  http://www.happyseniorhomeowners.com/tellfriend.aspx

Posted by Juan Luis Rodriguez-Kohly on May 21st, 2015 1:04 PM

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Miami, FL 33145