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Fitting Home Equity Income Into a Retirement Strategy

Date: May 18, 2022
Time: 11:00 am - 12:00 pm

 

In “Fitting Home Equity into a Retirement Income  Strategy” by Wade Pfau, you will learn: 

  •  An overview of retirement income planning, which sets  the context for understanding the potential role of reverse  mortgages  
  •  The basics for how reverse mortgages work 
  •  Potential uses for a reverse mortgage  
  •  Ways to coordinate the line of credit use with distribution  from the investment portfolio 
  •  How to think about the reverse mortgage line of credit as  a form of insurance to protect against market losses or  declines in the home value 

 

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