Reverse Mortgages & Taxes: Getting the Most From Both in 2026

Are you 60+ or know someone who is? Learn how a reverse mortgage can turn your home equity into financial freedom—while staying in the home you love!

THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link.

Reverse Mortgages have changed dramatically and can offer financial solutions for older adults. Learn Common Myths, how reverse mortgages work, if one is right for you, and how you can even buy a home with a reverse mortgage.

How will A Reverse Mortgage affect your taxes? We will discuss that as well as other tax implications for 2026 – including expiring laws, estate taxes, and Ira to Roth Conversion.

Presented by MaryAnne Daly, an award-winning mortgage lender, helping people with their mortgages since 2003. She is a Reverse Mortgage Specialist who will provide information, answer questions, and share stories and ways older adults are using Reverse Mortgages to improve their financial situations.

Ronald Moss, CPA, a tax professional with nearly 25 years’ tax and tax law experience to answer your tax related questions.

THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link

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Host or Publisher Vivalon