Thanks to rapidly appreciating real estate, seniors now hold $9.5 Trillion in home equity. For many, this represents 60% or more of their net worth, yet this asset class has traditionally been left out of the retirement planning process. Today, however, advisors are taking a fresh look at reverse mortgages as recent product innovations such as income-tax-free loan amounts as high as $4 million, with no required principal or interest payments, provide an opportunity to safeguard and enhance a retirement plan. 

Steve Resch, Vice President – Retirement Strategies at Finance of America Reverse, will explain how a reverse mortgage works including eligibility, costs, and safeguards. He will also present case studies of using it to supplement asset distribution strategies, manage long-term care risks, facilitate Roth Conversions, delay social security and tax-deferred distributions, fund legacy strategies, and much more.

Speaker:

Stephen J. Resch

Wealth Advisor; VP Retirement Strategies, Finance of America Reverse^®

Premier Continuing Education (CE):

- 1.5 hours of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected