About This Book:
Written by renowned retirement-income expert Wade D. Pfau, Ph.D., CFA, RICP®, this guide presents an objective, research-backed perspective on how reverse mortgages can enhance a comprehensive retirement plan.
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Explains the mechanics of HECM reverse mortgages, including upfront costs, line-of-credit growth, and spousal protections.
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Advocates for early planning—setting up a reverse-mortgage line of credit when rates are low to act as a financial buffer in market downturns.
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Covers real-life case studies on strategic payouts, delay of Social Security, tax optimization, and balancing asset withdrawals.
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Provides guidance for heirs and estate planning, detailing what happens to the loan upon the borrower’s death or sale of the home
Product details:
- Publisher : Retirement Researcher Media (February 24, 2022)
- Language : English
- Hardcover : 139 pages
- ISBN-10 : 1945640146
- ISBN-13 : 978-1945640148
- Item Weight : 9.4 ounces
- Dimensions : 6 x 0.51 x 9 inches













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