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Ask HTM - Special Roth Accounts, Investing During A Sabbatical, & Reverse Mortgages #985

How to Money

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Navigating Reverse Mortgages and Investment Strategies

This chapter explores reverse mortgages as a financial tool for seniors, discussing their benefits, risks, and the complexities involved, including potential foreclosure risks. Additionally, the hosts answer a listener question about investment strategies during a sabbatical, emphasizing the significance of emotional distance from investments and consistent investing. The conversation covers the need for strategic financial planning, like maintaining an emergency fund and exploring tax-optimized Roth conversions.

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