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. […]
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 […]
Many Ways to Use Reverse Mortgages: Wade Pfau
Reverse mortgages provide access to cash, funded by a home’s equity. Cash is wonderfully flexible, creating a wide range of opportunities for enhanced retirements. Wise use of the cash is the challenge, knowing that the home’s […]
6 Strategies for Using Reverse Mortgages in Retirement Planning: Wade Pfau
April 2016 update: The Journal of Financial Planning published Dr. Pfau’s article in April, 2016: Pfau, Wade D. 2016. “Incorporating Home Equity into a Retirement Income Strategy.”Journal of Financial Planning 29 (4): 41–49. Incorporating Home […]
Review of “The Reverse Mortgage: A Strategic Lifetime Income Planning Resource”: Davison & Turner
Use this link to download the full paper New Paper Spells Out Reverse Mortgage Strategies for Financial Planners November 9th, 2015 | by Jason Oliva Published in Data, HECM, News, Retirement, Reverse Mortgage A recent […]
The Promise of Reverse Mortgages: Comments by Nobel Prize-winning economist Robert Merton
Robert Merton said “Reverse mortgages are a powerful – yet largely untapped – tool for retirees to improve their standard of living.” “This is going to become one of the key means […]
Tools for Retirement Planning 
Recent Comments