Wade Pfau’s article Incorporating Home Equity into a Retirement Income Strategy was published in the Journal of Financial Planning in April 2016. The article’s Executive Summary: This article explores six different methods for incorporating […]
Tom Davison
I'm a wealth manager who enjoys helping people discover what path they want to walk and build a financial strategy to achieve it. This blog focuses on retirement planning, and currently delves into reverse mortgages.
New Research: Reverse Mortgages, Annuities, and Investments: Sorting Out the Options to Generate Sustainable Retirement Income
New research on Reverse Mortgages appeared in the Spring 2016 issue of the Journal of Personal Finance, also found here. The authors are Joe Tomlinson, Shaun Pfeiffer, and John Salter. The journal’s editors noted: […]
Recovering a Lost Tax Deduction: April 2016 Update
Reverse mortgages provide access to cash and may provide large tax deductions. Reverse mortgages are unique as borrowed funds don’t have to be paid back until the homeowner permanently leaves the house. […]
Advisors Need a Fresh Look at Reverse Mortgages: Wade Pfau
Wade Pfau says Advisors Need a Fresh Look at Reverse Mortgages (click link) Dec 1, 2015. Through inertia and stubbornness, old ideas die slowly. Financial advisors maintain a dismal view about reverse mortgages. However, […]
Your Reverse Mortgage May Save You Income Taxes – February 2016 Update
The Reverse Mortgage: A Strategic Lifetime Income Planning Resource
Whether or not the United States faces a retirement crisis, there is little doubt that many older Americans are not well prepared financially. Many retirees face the prospect of running out of […]
HECM Reverse Mortgages: Now or Last Resort? Pfeiffer, Schaal & Salter
(This is an unchanged repost of an earlier contribution) Does it pay to get a reverse mortgage early in retirement, or is it better to wait until it’s absolutely required – a “last resort”? […]
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