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.
December 15, 2022
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.
FAR gains exposure to 150,000 financial advisors in the U.S. to share education about FAR’s proprietary retirement solutions
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. Findings Underscore FAR’s Mission to Provide Help, Hope to Retirees Through Home Equity Education, Tools and Products
Companies with mentor programs outperform those without. Three benefits show why, and justify investing in such a program.
As a guest contributor for Advisor Perspectives, Steve Resch explains why mass affluent clients are choosing to reduce financial risk utilizing home equity.
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.
Finance of America Reverse (FAR), a retirement solutions company, announced that a new study published today in the Journal of Financial Planning
Insights from the Academy for Home Equity in Financial Planning at the University of Illinois on how prudent use of home equity can help secure a better retirement.
Industry expert Phil Walker explains how using a reverse mortgage as a standby line of credit can address the growing gap between medical insurance and long-term care.
Simple questions to help you and your client evaluate if a reverse mortgage may be right for them.