Reverse Mortgage Case Studies for Retirement Income Planning

This 60-minute presentation gives you five ways to use a reverse mortgage as a powerful retirement income planning tool. We'll discuss: · Early Retirement Case Study: how to use a reverse mortgage to facilitate a client’s early retirement · Cash-in Mortgage Case Study: how calculate the cash-on-cash return of using a “cash-in” reverse mortgage to eliminate a retiree’s mortgage payment · Inflation and Asset Preservation Case Study: how to use a reverse mortgage to increase the purchasing power of retirement assets in an inflationary environment · Net Unrealized Appreciation Case Study: how to use a reverse mortgage to avoid selling appreciated assets (or otherwise pay the taxes on them) · Sequencing of Distributions Case Study: how to use a reverse mortgage to sequence distributions in an era of uncertain investment returns