Join Wade Pfau as he shares his recent research on different reverse mortgage strategies while providing an update on the new options that allow clients as young as 55 to use a reverse mortgage. Wade's findings use historical simulations, similar to how Bill Bengen created the 4% rule. This approach has the advantage of using real historical data and allows readers to understand the strategies in a historical context (based on today's reverse mortgage and tax rules).
04.19.2022 - Reverse Mortgages
Wade Pfau’s Latest Research on Reverse Mortgages
Presented by Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services