Michael Kitces Talks Home Equity
January 23 @ 3:00 pm - 4:00 pm
Join Stephen Resch and guest Michael Kitces as they discuss the often-over-looked use of home equity in a retirement plan. With seniors today controlling over $14
Trillion in equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.
Join us as we discuss:
- What are the different options for using home equity, and when does it make sense to consider them?
- Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rates?
- Other legacy and generational wealth transfer opportunities.
Can home equity bring cash flow and income tax efficiencies to a retirement plan?
This class is eligible for one CFP CE Credit. Webinar is free, earn CE credits with a $8 processing fee.