Posts Tagged ‘retirement’
Using Home Equity for a Better Retirement
Join Harlan Accola, National Reverse Mortgage Director at Fairway Independent Mortgage Corporation, as he discusses using home equity to create a better retirement. In this presentation, Harlan will highlight and answer key questions on the following topics: Sequence of Returns RiskCan your clients use a reverse mortgage in estate planning to increase the legacy to…
Read MoreThe ‘UnSECURE’ Act: Drastic Changes to IRA Rules
On December 20, 2019, President Trump signed the Further Consolidated Appropriations Act, which included the Setting Every Community Up for Retirement Enhancement Act of 2019, commonly referred to as the SECURE Act. The SECURE Act made important changes that apply to retirement savings and employee benefits, some of which are positive, but many that will…
Read MoreHome Equity as a Retirement Solution
Over 70 million Baby Boomers have reached retirement age and although the average savings per household is less than $200,000, these consumers have $6.9 trillion tied up in their home equity. Consequently, savvy financial professionals are considering the impact of including home equity loans in their clients’ longevity, liquidity, and legacy objectives. The FHA-insured Home…
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