Browse on-demand resources and strategies designed to help your clients improve retirement with home equity.
Learn how a reverse mortgage fits in as part of a client’s comprehensive retirement strategy.
February 16, 2023
Name: Charlene K.
Age: 72
Home Value: $650,000
Potential Loan Amount: $360,000
A reverse mortgage line of credit withdrawing $40,000 per year for 10 years* while retaining home equity.
Name: Martin S.
Age: 62
Home Value: $750,000
Potential Loan Amount: $368,500
Retirement Savings: $1,300,000
A reverse mortgage line of credit on his home to pay the taxes on his Roth conversions, allowing for tax-free growth* and distributions for the rest of his life. His heirs will inherit the Roth income tax-free as well.
Name: Sarah S.
Age: 66
Home Value: $525,000
Potential Loan Amount: $288,225
A reverse mortgage line-of-credit to supplement her cash flow, allowing her to delay taking Social Security and maximize the benefit.
Financial Sense’s Aaron Wiegman and Finance of America Reverse’s Kellan Brown discuss the ins and outs of reverse mortgages, home equity conversion mortgages, and why these options are becoming attractive for many Americans looking to utilize the equity of their biggest asset for financial planning purposes. January 2023
Baby boomers should reassess the use of home equity in their lives. Older homeowners are sitting on historic record levels of home equity — some $10.6 trillion plus in untapped housing wealth. October 2022
Honoring the individuals, organizations, and companies that help financial advisors build better businesses and create better outcomes for their clients. July 2022
New study shows more than half of retirees and pre-retirees are barely able to get by financially, with only 1 in 10 respondents feeling comfortable with their finances. July 2022
FAR gains exposure to 150,000 financial advisors in the U.S. to share education about FAR’s proprietary retirement solutions. October 2022
New study shows more than half of retirees and pre-retirees are barely able to get by financially, with only 1 in 10 respondents feeling comfortable with their finances. October 2022
Companies with mentor programs outperform those without. Three benefits show why, and justify investing in such a program. August 2022
As a guest contributor for Advisor Perspectives, Steve Resch explains why mass affluent clients are choosing to reduce financial risk utilizing home equity. July 2022
Steve Resch of Finance of America breaks down the longevity issues that are at the heart of planning issues today. How advisers respond will be key to their success. February 2022
Simple questions to help you and your client evaluate if a reverse mortgage may be right for them.