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Strategic Uses of Reverse Mortgages for Affluent Clients

By Tom Davison on April 16, 2014 • ( 18 Comments )

Affluent clients of financial planners can use their housing wealth a variety of ways to enhance retirement, including boosting sustainable portfolio withdrawals and delaying social security claiming. As strategic users affluent clients are quite […]

Reverse Mortgage Funds Social Security Delay

By Tom Davison on March 31, 2014 • ( 7 Comments )

NOTE: this is a slight revision to the post published in March 2014. Delaying Social Security can significantly boost lifetime retirement income but creates a shortfall while waiting. A case study used a HECM reverse […]

Income Tax Planning with a Reverse Mortgage

By Tom Davison on March 30, 2014 • ( 2 Comments )

If you have a reverse mortgage you generally don’t have any home mortgage interest to deduct on your tax return. That’s often the biggest deduction on a tax return, and without it […]

Standby Reverse Mortgage Improves Retirement Spending

By Tom Davison on March 24, 2014 • ( 2 Comments )

Joe Tomlinson, editor of Journal of Personal Finance, summarized research showing Standby Reverse Mortgages can double sustainable withdrawal rates. Reviewing a Journal of Financial Planning paper he concludes: “This study shows how home equity can […]

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