My guest, Barry Sacks, has spent 35 years as an ERISA attorney, a lawyer who specializes in qualified retirement plans… helping people save enough for retirement and then helping them structure income during retirement. A few years ago he discovered a role for a reverse mortgage that no one had ever considered before… he used it to make a retirement portfolio last longer.
So, he published his findings in professional journals and went on the lecture circuit speaking in front of financial planners, CPAs and other professionals from all over the country.
As he gained an in-depth understanding of the reverse mortgage he made monetary comparisons few if any had done before, and he found tax advantages that could be inherited by a borrower’s heirs, that wouldn’t be possible otherwise. His conclusions showed that the conventional wisdom about reverse mortgages was wrong.
When a number of people read what I wrote about reverse mortgages,
they called and emailed me with the same message:
“You need to talk to Barry Sacks.”
So, I did. And it didn’t take long before I realized why the others said I needed to talk to Barry. You need to hear from Barry too, and you’ll find out why when you click PLAY below.
Barry earned his bachelor's in Electrical Engineering and Political Science from M.I.T. in 1961. Then he went on to earn his Ph.D. in Physics from M.I.T., thus establishing that he’s got mad skills when it comes to math. He worked as a professor for a number of years, teaching at U.C. Berkeley during the late 1960s.
In 1973, Barry earned his J.D. from Harvard Law School, he’s been a member of the California Bar since 1973, and since 1980, he’s also held the designation, Certified Specialist, Taxation Law, from the California Board of Legal Specialization. In addition, he’s been…
- Selected by professional peers for listing in “Best Lawyers in America,” 2004 to present.
- Selected by professional peers for listing in “Super Lawyers of Northern California,” 2004 to present.
Okay, so enough of that, it’s time to get to the exciting part. I’m not kidding about this… everyone I know should listen to this Mandelman Matters Podcast with my guest, Barry Sacks. It’s just that important.
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