Will I be taxed on my reverse mortgage proceeds?

Typically, reverse mortgage loan funds are not subject to income tax. Contact your tax advisor for additional details.

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Excellent Knowledge of His Product Larry excellent knowledge of his product, friendly personality, answers phone promptly, stays ahead of what should happen next. Highly professional and a pleasure to do business with through the whole process.      

Preston & Bonnie S — Feb 9, 2024

Prompt Communications I appreciate your service and prompt communications while providing my mother with her reverse mortgage. You have been very helpful from the outset and have kept me informed along the way.      

Nicholas C — Dec 12, 2024

Professional and Knowledgeable Professional and Knowledgeable I am so glad you help me with my reverse mortgage. I could not have had a more professional and knowledgeable person to go over the details and answer my questions and concerns. I appreciate it very much. Thanks again      

Dave R — Sep 28, 2018

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