In the News

Title

New Paper Spells Out Reverse Mortgage Strategies for Financial Planners

Document Type

Article

Publication Date

11-9-2015

Abstract

A recent paper published in The Journal of Retirement offers a comprehensive catalog of the various strategies in which a reverse mortgage can be used in retirement planning today, detailing the effectiveness of these loans in increasing portfolio longevity and spending power for retirees.

The article—authored by Tom Davison, a reverse mortgage blogger and financial planning partner emeritus at Summit Financial Strategies, Inc., and Keith Turner, a reverse mortgage advisor with Retirement Funding Solutions—mainly addresses financial planner working with clients who have an interest in reverse mortgages.