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This session will examine case studies of using a reverse mortgage to manage risks to asset longevity such as poor sequence of returns, long-term care and other unexpected expenses. We will also review how income tax-free proceeds can improve household cash flow, be used to delay Social Security benefits or qualified distributions, and help insure a successful retirement income plan.
Learning Objectives:- Recognize scenarios that bring risk to asset deterioration and/or reduce longevity of an existing retirement plan
- Explain how home equity can be leveraged to offset risks, while also further strengthening financial positions amidst life events
