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Internal Revenue Service

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What’s the best strategy for seniors to take required minimum distributions?

July 8, 2025 by bp56691
Derek Horstmeyer, a finance professor at George Mason University, gamed out three different but common strategies on RMDs in a column published by The Wall Street Journal.
Categories HWmember, Internal Revenue Service, Retirement, Reverse, Tax

IRS stipulation could have consequences for seniors in a declining stock market

June 16, 2025 by bp56691
Required minimum distributions are taxed as income and “can be painful when retirees have to sell assets in a falling market.”
Categories HWmember, Internal Revenue Service, New York Times, Retirement, Reverse, Social Security, Stock Market, Tax

Reverse mortgage educators look to correct the record on credit lines, equity modeling

November 13, 2024 by bp56691
Reverse mortgage educators Dan Hultquist and Jim McMinn take on more HECM program misconceptions among industry professionals.
Categories Counseling, HUD, Internal Revenue Service, NRMLA, Regulatory Compliance, Reverse, San Diego

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