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Mary Jo Lafaye, Founder

Tax and Retirement Income Planning — a Consortium

Reverse Mortgages • Tax Planning • Silver Divorce • Medi-Cal

Retirement Income Strategy • Actuarial & Pension Analysis

Realtor Advantage

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https://vimeo.com/403485819

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By Mary Jo Lafaye, founder, Retirement Funding Forum

Help your mature buyers afford the replacement home they really want without sacrificing their lifestyle or location. The HECM for Purchase can BOOST their purchasing power by 60-80%. Watch this 3-minute video for insights!

To learn more, scroll down for other helpful articles:

  • H4P Home Buyer’s Guide
  • Why is the Boomer and Senior Market Important for Realtors to Consider?
  • Snapshot of Older Consumers and Mortgage Debt by the Office for Older Americans
  • 10-Minute Video: Here’s How I Can Help You Win More Listings and Sell More Homes
  • Important Steps You Need to Know for Your Client Before They Make an Offer
  • H4P example shown at MAR Gen Meeting March 10, 2020
  • Patricia Esswein – Kiplinger: HECM for Purchase
  • Downsizing For Dollars with a HECM Loan- Example
  • Using Your House for Income in Retirement, Center for Retirement Research, Boston College
  • Asset Division in Silver Divorce
  • Scenario Examples
  • Instructions to Download H4P App
  • Borrower Worksheet

Combining 121 and 1031 to Defer Cap Gain Tax on Primary Residence

  • Concise Overview of Combining 1031 Exchange and 121 Exclusion
  • Converting a Principal Residence to Minimize Taxes
  • DST Example
  • 1031 via Home Office

Educational Webinars & Seminars

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Financial Advisors

managing retirement cash flow, taxes and housing wealth

Silver Divorce

Downsizing and Right-Sizing

Paying For Care

helping clients afford quality care —at home or assisted living

Common Questions

Nonprofit Resources

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