Webinar Replay

Retirement researcher Wade Pfau has extensively researched reverse mortgages and has identified numerous ways a reverse mortgage can help clients secure their retirement. In fact, he's written a book on this very idea! In this webinar, Wade explained how reverse mortgages work, how a reverse mortgage credit line can mitigate market volatility (and longevity), lower withdrawal rates, and how monthly reverse mortgage payments can provide retirement tax-free income. Wade also presented case studies that illustrate the impact of using a reverse mortgage to delay Social Security, eliminate monthly mortgage payments and preserve an investment portfolio.