Have YOU read the book that EVERY retirement researcher is talking about?
Get your FREE copy of Dr. Wade Pfau's New 2018 eBook now!_resized.jpg?ver=2018-02-22-231244-447×tamp=1519341167361)
Dr. Pfau's detailed analysis of reverse mortgages emphasizes:
- That all advisors need to take a fresh look!
- Starting a credit line early!
- That the strategic use can improve retirement income efficiency + create a larger legacy!
- That a reverse mortgage shouldn't be a last resort!
The second edition is now fully updated for the HUD rule changes that went into effect on October 2, 2017.
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Get your free copy of the 2018 Social Security Q&A Guide!
The guide includes all of the 2018 adjustments for calculating benefits, and provides important information regarding changes to Social Security policies in recent years and how these laws will affect strategies used to maximize benefits in retirement.
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Tuesday, July 24, 2018 | 12:00 PM — 1:00 PM EDT
Tax Planning Developments & Opportunities Under Tax Cuts and Jobs Act
Presented by:
Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Partner and the Director of Wealth Management for Pinnacle Advisory Group
The end of 2017 brought one of the biggest pieces of tax reform legislation in decades: the Tax Cuts and Jobs Act (TCJA). Join Michael Kitces, publisher of Nerd's Eye View, for this topical presentation when he will explore all the changes under TCJA and how they will affect your clients.
During the webinar, Michael will discuss:
- The new individual tax brackets
- The repeal of various deductions
- Adjustments to the standard deduction and personal exemption
- The narrowing of the Alternative Minimum Tax
- The rules of the new 20% Qualified Business Deduction for pass-through businesses
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
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Options for Moving in Retirement Using the HECM for Purchase
By: John Salter, Ph.D., CFP®
Principal & Wealth Manager at Evensky & Katz / Foldes Financial
& Associate Professor at Texas Tech University
Many retirees will choose to move from the large home in which they raised their family into something smaller and more manageable to maintain. These retirees will be faced with the financial decision of how to best finance their new home. Traditional financing options exist which include paying cash for the home, or using a traditional mortgage. One newer, and lesser known option, is the Home Equity Conversion Mortgage (HECM) for Purchase, where the HECM reverse mortgage can be used directly for the purchase of a new home.
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