Reverse mortgages are no longer just a product of last resort for retirees. Research has been done by experts in the financial and advisory world such as Wade Pfau Ph.D, CFA, Jamie Hopkins, CFP, RICP, and Barry Sacks Ph.D, J.D., showing how a reverse mortgage may be a useful tool to help enhance and extend retirement assets and complement a well-crafted financial plan for a homeowner. Shane will share how you can help your clients with the following:
- A coordinated strategy with a reverse line of credit can help sustain higher spending rates in retirement while preventing portfolio exhaustion
- Reverse mortgage draws can provide the delays necessary to increase future social security or pension income
- Use a reverse mortgage to maximize IRA Roth Conversions, and
- Seniors can “right size” their homes with a reverse mortgage while increasing retirement assets.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Shanne Sleder and Moderated by Daniel Guillen, AIF®, CEPA®