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This comprehensive class delves into the intricacies of reverse mortgages, focusing on their survivability, non-recourse nature, and the various options available, which many loan officers may not fully explain. We will explore the concepts of downsizing versus rightsizing and address the growing trend of “Silver Divorces.” Special guests, including a Certified Financial Planner and representatives from the Tax Assessor’s office, will discuss Propositions 13 and 19, and other relevant variants, providing a well-rounded view on how these factors interplay with real estate decisions. Additionally, a CPA will shed light on managing capital gains to avoid common pitfalls, presenting both traditional solutions and innovative strategies to navigate the current market effectively.
Managing Risk
4845 Ronson Court
San Diego, California 92111
Ed Badrak
At the San Diego Association of REALTORS® we offer the best benefits and tools in the real estate industry.
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