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 […]
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 […]
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