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 […]
Joe Tomlinson published research combining reverse mortgage and Single Premium Immediate Annuities (SPIAs) in retirement income planning: Tomlinson 20150414 Advisors Perspectives. He says “Retirees need longevity protection and additional funds. Annuities and reverse mortgages […]
Wade Pfau, a leader in retirement research, reported on research in “The Hidden Value of a Reverse Mortgage Standby Line of Credit”, an article that appeared on AdvisorPerspectives.com in December 2014. It is attached here with […]
How much cash would be available if a client got a reverse mortgage line of credit? There’s a straightforward process to anticipate the size of HECM reverse mortgage lines of credit. Credit […]
6/30/2014 Update: Updated copy of Gerald Wagner’s article is attached, with changes due to 6/27/14 announcements by HUD of changes coming August 4, 2014. No major points. In general from current interest rates, […]
Tools for Retirement Planning 
Recent Comments