Wade Pfau: Incorporating Home Equity Into A Retirement Income Strategy
Wade D. Pfau
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.
Tariq, Umair, "Wade Pfau: Incorporating Home Equity Into A Retirement Income Strategy" (2015). In the News. 734.