This post originally appeared on Dirk Cotton’s blog The Retirement Café. It is reposted here with permission from Dirk and Jim Dean. Dirk wrote the section immediately below and Jim did the balance. […]
Increase Retirement Spending by Coordinating Investment Portfolios and Reverse Mortgages: Case Study by Barry Sacks and Mary Jo Lafaye
Recent research has shown six unique methods of combining portfolio and reverse mortgage withdrawals can boost spending (Pfau, 2016a, 2016b). Each method substantially improved lifetime spending. And counterintuitively, potentially estate size as well. Barry Sacks […]
Retirement Management Journal Paper Details Reverse Mortgage Strategies
UPDATE: Access the paper here: Retirement-Management-Journal-2016-Alt-Asset-Buffer-SORR A paper published in the Summer 2016 issue of Retirement Management Journal examines prominent research on the various strategic uses for reverse mortgages in retirement income planning. […]
Reverse Mortgage Financial Planning Research and Resources: Bibliography
Active Reverse Mortgage Financial Planning Blogs Davison, Tom. ToolsForRetirementPlanning.com This site. Guttentag, Jack. The Mortgage Professor Consumer oriented. Stimulates competition through price shopping. May receive payment for referrals to mortgage companies. Pfau, Wade. Retirement Researcher and […]
Incorporating Home Equity into a Retirement Income Strategy, by Wade Pfau
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 […]
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. […]
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