What are the potential home equity and tax strategies for wealthy seniors?
Housing Wire
APRIL 24, 2024
It depends on an individual’s tax bracket and their priorities, but there are several options for higher-net-worth individuals,” Resch said. This also needs to be considered in any potential strategy for wealthy clients. One option is using home equity to fund a Roth IRA conversion, shielding wealth from higher rates in the future.”
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