Adding Housing Wealth to a Retirement Income Plan

In this presentation, a practicing financial advisor will share a brief overview of how reverse mortgages work; including case studies of using them to manage household cash flow.  Strategically accessing housing wealth may eliminate an existing mortgage payment, supplement an asset distribution strategy, or provide gap-funding to delay social security or other pension distributions. We will also look at how a reverse mortgage can be a safety net for long-term care risks, to pay the taxes on Roth Conversions, and provide capital for gifting or other legacy objectives. Instructor: Steve Resch, Vice President, Retirement Strategies Division