Should you convert your IRA to a Roth if Biden’s infrastructure plan passes?
Some Americans may be preparing to convert their retirement assets into Roth accounts in response to President Biden’s future tax plans, but they should hold off before jumping into that decision.
Reverse Mortgage / November-December 2020
The purchase business also has been good in Arizona, according to Nina Penny, CRMP, who is with Malibu Funding Inc.
55+ Design Secrets
Interior design for seniors 55+ is much more complex than just decorating a home. Bonnie Lewis, Allied ASID, Assoc. IIDA, CAPS, discusses some of things to consider when doing interior design for seniors, enabling them to age in place.
What Social Security pays the average American
It’s no secret that countless Americans rely on Social Security to stay afloat financially in retirement.
Reverse Mortgage Education Week
During the week of April 24th, NRMLA will host a series of online education sessions to teach Realtors, healthcare workers, financial advisors and other professionals how reverse mortgages work and how they can help meet their clients’ financial needs.
New Thinking About Reverse Mortgages
Financial experts say younger retirees—starting at age 62—could benefit from using reverse-mortgage lines of credit as interest rates rise.
Changes in reverse mortgages give advisers new tools in retirement planning
Here is a great article from InvestmentNews on how Financial Planners and Certified Reverse Mortgage Professionals can work together. How recent changes in the Employee Retirement Security Act (ERISA) can help clients create more funding streams in Retirement years.
Nina Penny - Certified Reverse Mortgage Professional © 2023