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October 5, 2024 – 6 Reverse Mortgage Misconceptions Debunked – 7 Things the Upper Middle Class Can’t Afford Anymore – Talk about Taxes & Interest Rates
Manage episode 444027918 series 1094528
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Reverse mortgage specialist Tiffany Shutta joins your host Alyssa Young to debunk six common misconceptions about reverse mortgages. Learn the realities about how this government loan works in the last segment of the Oct. 5 broadcast.
Earlier in the show, Alyssa covers myriad topics and answers several listeners’ questions via phone and email:
- We’re grateful our clients were safe from Hurricane Helene!
- Seven things the upper middle class can’t afford anymore, according to a Yahoo! Finance article
- End-of-year tax tips it’s not too late to use: Did you take your RMD? Should you use it to fund a Roth conversion? Would QCDs now lower your tax liability later? Do you need to make estimated payments?
- Investment ideas when interest rates fall
- Is a trust still necessary under today’s estate tax laws?
- What’s the best way to be on Mom’s bank accounts?
Ladies, don’t forget to sign up for Invest in You: Art, Bark & Meow on Oct. 29!
You can get answers to your own questions and enjoy one-on-one service by contacting MtM Financial Group for a free second opinion meeting with any of our specialists about:
- Financial situation, investments, retirement plan
- Estate plans
- Life insurance
- Annuities
- Reverse mortgages
- Taxes
Call 610-746-7007 or contact us online to request a free appointment.
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