Adding Housing Wealth to a Retirement Plan

Retirement planning has traditionally excluded housing wealth, however, with rapidly appreciating home values, and the need to plan for longer lifespans, more advisors are taking a fresh look at reverse mortgages. In this session, we will explain how a reverse mortgage works including eligibility, misconceptions, and safeguards. We will then review case studies of using it to supplement asset distribution strategies, manage long-term care risks, facilitate Roth Conversions, delay social security and other tax-deferred distributions, fund legacy strategies, and much more.