CPAs - Reverse Mortgages with Brian McRae

Certified Public Accountants

Retirement Tax Planning Should Start As Early as Possible

Let’s Partner Up!

Many homeowners confuse the difference between “tax preparation” and “tax planning.” We believe that there are tremendous benefits for homeowners when CPAs, Financial Advisors, Attorneys, Realtors, and Retirement Mortgage Specialists collaborate on strategic retirement tax plans.*

Long-Term Benefits Enabled by Reverse Mortgage Loans:*

Mortgage Interest Deduction Strategies

Reduce Taxable Income from IRA/Qualified Fund Distributions

Acquisition Indebtedness Planning

Strategic Planning for “Roth Conversion”

Reverse Mortgage Skeptic Becomes Major Avdocate

Best-selling author and financial services speaker Joe Jordan was once highly skeptical of reverse mortgage loans. But after learning more about them, he now believes that they are a great option for people in a variety of financial situations.

See Our Financial Professional Testimonials

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Serving all of Texas—Specializing in Austin and Surrounding Areas

I help 62+ homeowners across Texas use their housing wealth to improve their retirement lives. But as a 30 year resident of Austin, I especially love to help those in my community with reverse mortgage loans.

Georgetown, TX

Bee Cave, TX

Round Rock, TX

Lago Vista, TX

Cedar Park, TX

Liberty Hill, TX

Pflugerville, TX

Dripping Springs, TX

West Lake Hills, TX

Sun City, TX