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Housing Wealth as a Tax Management Tool in Retirement Income Planning

Join us for an advanced discussion on how housing wealth can be strategically integrated into retirement income plans. You'll explore research-backed concepts, practical case studies, and planning strategies that may help clients better manage taxes, sequence-of-returns risk, and retirement income sustainability.

CFP® Professionals: This webinar is approved as part of the CFP® Continuing Education Program, allowing eligible attendees to earn CE credit while expanding their retirement planning expertise.

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What You'll Learn

Managing Retirement Tax Exposure

Explore how housing wealth can be coordinated with traditional retirement assets to create greater tax management flexibility.

Reducing Sequence-of-Returns Risk

Understand how alternative liquidity sources may help preserve investment portfolios during periods of market volatility.

Strategic Income Sequencing

Learn planning approaches that coordinate portfolio withdrawals, Social Security timing, Roth conversion opportunities, and housing wealth.

Evaluating Client Suitability & Fiduciary Considerations

Review key factors advisors should assess when incorporating housing wealth into a comprehensive retirement income plan.

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Meet Your Speaker:
Gabe Bodner

This webinar, led by industry expert and Amazon Best Seller, Gabe Bodner, provides a comprehensive understanding of reverse mortgages and actionable insights. You'll leave equipped with the knowledge to better serve your clients and grow your business.