09/06/2023 How to Use Reverse Mortgages to Secure Your Retirement – Wade Pfau – Rebroadcast

“How to Use Reverse Mortgages to Secure Your Retirement”
by Wade Pfau, Ph.D., CFA, Professor of Retirement Income
Webinar – Wednesday, September 6, 2023, 2 – 3 PM EDT

In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets. This is not the appropriate way to think about reverse mortgages in a retirement income plan, especially in light of recent research.

The reverse mortgage option should be viewed as a method for responsible retirees to create liquidity for an otherwise illiquid asset, which in turn can create new options that potentially support [read more …]