August 23, 2025

August 23, 2025 – Is a Reverse Mortgage Appropriate? Our Specialist Describes Options & Mechanics – Plus: Answers to Your Questions About Helping Adult Kids, Taxes, Inherited IRA Rules, POA vs. Joint Ownership on Bank Accounts

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More Than Money with Gene Dickison
August 23, 2025 - Is a Reverse Mortgage Appropriate? Our Specialist Describes Options & Mechanics – Plus: Answers to Your Questions About Helping Adult Kids, Taxes, Inherited IRA Rules, POA vs. Joint Ownership on Bank Accounts
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While Gene was with his family for a wedding celebration in Georgia, Alyssa invited reverse mortgage specialist Tiffany Shutta, of Mutual of  Omaha, to join her on air. Tiffany uses a real-life, recent example to demonstrate how a reverse mortgage works and explains when it’s an appropriate solution—and when it’s not.

Alyssa also answers your questions on various topics:

  • Should I ask my adult daughter to pay me for childcare?
  • Does MtM allow investors to customize their portfolio holdings?
  • How can I pay tax on less Social Security?
  • Do I need to empty the IRA I inherited from my younger sister in 10 years?
  • Should I be POA or joint owner on Mom’s bank account?

You can get answers to your own questions and enjoy one-on-one service by contacting MtM Financial Group for a free second opinion meeting with any of our specialists about:

  • Financial situation, investments, retirement plan
  • Estate plans
  • Life insurance
  • Annuities
  • Reverse mortgages
  • Taxes

Call 610-746-7007 or contact us online to request a free appointment.