Seniors can benefit from reverse mortgages under 2017 tax rules

August 4, 2020

This article from NASDAQ explains how changes to US tax law under the Tax Cuts and Job Act of 2017 have “elevated the reverse mortgage as an enhanced tool for strategic IRA withdrawals, Roth conversions, Net Unrealized Appreciation (NUA), and other strategies centered around deferred or accelerated tax accounts.”

 


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