Home Equity in Retirement Planning Presented by Finance of America
Date & Time
Monday, March 25, 2024, 12:20 PM - 12:50 PM
Steve Resch

Retirement planning has traditionally excluded home equity, however, for many of our clients this can represent 50% or more of their net worth. With income-tax free proceeds, and no required monthly payment, the reverse mortgage can be an effective option to incorporate that equity into a retirement plan. 

In this presentation, Steve will do a brief overview of how a reverse mortgage works, highlighting the unique line-of-credit feature. He will then share examples from his own practice of using it to supplement an asset distribution plan, function as a safety net for long-term care risks, pay the taxes on Roth Conversions, and much more. 
In addition, we will look at client profiles, considering both net worth, and sentimental attachments to the home, to help identify who best would enhance their retirement with a reverse mortgage, as well as who would not. 

Location Name
Mockingbird 1-2
Full Address
Walt Disney World Swan Reserve
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
Session Type
Hosted Breakout Session