Using Home Equity Conversion Mortgages to extend portfolio longevity captured the attention of Certified Tax Law Specialist, Barry Sacks over a decade ago. Barry’s extensive study and financial modeling has led to numerous partnerships and publications and finds him a sought-after speaker on the topic.
Fairway welcomes Barry in a live interactive webinar presentation where he will share his recent findings on the potential costs and benefits of using a reverse mortgage as a financial tool when for Roth conversions as part of a comprehensive retirement strategy. He will highlight his latest quantitative analyses of the cost factors using examples based on one of two “representative retirees” to demonstrate the findings.
June 24, 2024
11:00am to 12:00pm PDT
Live Interactive Webinar
Barry graduated from Harvard Law in 1973 and has specialized in pension law practicing as a tax attorney and attained multiple accolades for his work in the field of retirement planning. Barry published the pioneering research paper modeling a strategy that uses reverse mortgage credit lines to mitigate the effects of adverse sequences of investment returns in retirement accounts in the Journal of Financial Planning in February 2012. This pioneering effort in software modeling that manages the flow of retirement income has been granted two patents.
If you haven’t taken a moment to review Barry’s work and are involved in retirement planning, this is a great opportunity to introduce yourself and gain new insights.
When you register, please put Steve Landis or Sheila Landis in the box “are you currently working with” to avoid our corporate team from reaching out. Your name and email will only be shared with our team.
