5 Ways A Reverse Mortgage Can Fit Into Your Retirement Plan

5-Gold

How can a Reverse Mortgage be used for retirement security?

  1. Replace cash reserves
  2. Delay drawing Social Security payments and pension payouts
  3. Loan Proceeds are not considered income and can be used as a tax- free income supplement
  4. Eliminate monthly mortgage payments to help increase cash flow
  5. Buffer spending of investments in a down market

 

The Big Picture

Home equity is a dynamic financial tool that should be discussed when planning your retirement.

Call or Email me to set up a free consultation on the pros and cons of a Reverse Mortgage and how it may fit into your families long term plans.

Tyson Underwood – 310-540-1330 or tyson@american-california.com

 

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