HS 352 Audio: Financial Decisions for Retirement episodes:

• June 07, 201212-2 Discuss the tax opportunities involved when a client sells a personal residence.

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• June 07, 201212-3 Describe age-restricted housing and its advantages and disadvantages.

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• June 07, 201212-4 Explain how a life-care community works and identify the planning concerns associated with choosing a life-care community to fit your client's needs.

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• June 07, 201212-5 Describe how assisted living works.

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• June 07, 201212-6 List the factors to consider when a client decides to retire out of state.

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• June 07, 201212-7 Explain several planning issues for clients who want to remain in their home, including modifying the house for retirement living and sharing a home.

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• June 07, 201212-8 Explain how reverse mortgages work and identify the steps in determining the best program.

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• June 07, 201212-9 Discuss how a client can use a sale-leaseback strategy.

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• June 07, 201212-10 Understand the advantage of a qualified personal residence trust.

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• June 07, 201211-0 Overview

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