New Paper Spells Out Reverse Mortgage Strategies for Financial Planners
Wade D. Pfau
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.
Oliva, Jason, "New Paper Spells Out Reverse Mortgage Strategies for Financial Planners" (2015). In the News. 559.