Retirement, social security, aging at home, reverse mortgages - facts and actual experiences shared in this blog. My 10 years experience in mortgages, plus extensive consultations with clients and their financial, estate and health care advisors - are shared here.
Monday, October 29, 2012
Consulted with a client today - creating $13000 of tax-free cash flow by extinguishing their current mortgage. the financial planner was thrilled as she did not have to increase their 401K disbursements and triggering tax consequences.
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