In the News

Title

Wade Pfau: Incorporating Home Equity Into A Retirement Income Strategy

Document Type

Article

Publication Date

12-7-2015

Abstract

Strategic use of a reverse mortgage can improve retirement outcomes. The benefits are non-linear in nature, as they relate to the synergies created by reducing sequence risk for portfolio withdrawals and to the non-recourse aspects of reverse mortgages that can potentially allow a client to spend more than the value of their home.