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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