{Forbes} 5 Ways A Reverse Mortgage Can Help Your Retirement

A Quick Overview of a Few Core Retirement Income Principles

A few weeks ago I ran across an article in Forbes that was entitled 5 Ways A Reverse Mortgage Can Help Your Retirement. I was stunned at the clarity and preciseness in which Neil Krishnaswamy, CFP®, RICP®, EA had summarized.  I immediately looked him up and emailed him. Once we connected, I asked him where did he get his source material etc. And to my surprise, he said he had gotten much of it from me!

Neil had recently completed the Retirement Income Certified Professional designation through the American College and had to sit through about 2-3 hours of my lectures.  He said he basically had summarized some of the more salient points along with his own research and created his article.  I asked him for permission to synthesize and summarize some of his salient points in a handout of other advisors and he graciously gave permission. Download the Summary Below or HERE 

Five Ways a Reverse Mortgage Can Improve a Retirement Income Plan

1. Spending Coordination With Your Portfolio

2. Bridge Income for Delaying Social Security Benefits

3. Funding to Pay Taxes for Roth IRA Conversions

4. Providing Larger Inheritances for Heirs

5. Contingency Fund for Unexpected Spending Needs


{Video} Strategic Uses of Reverse Mortgages in Retirement Income Planning

Don Graves and his colleague Shelley Giordano (Co-Founder, Funding Longevity Task Force) speaking at the American College Wealth Channel

Don Graves, RICP®

Don Graves, RICP®

President and Chief Conversation Starter at HECM Advisors Group/Institute
Don Graves, RICP® is a Retirement Income Certified Professional and one of the Nation’s Leading Educators on the Emerging Role of Reverse Mortgages in Retirement Income Planning. He is president and founder of the HECM Institute for Housing Wealth Studies and an adjunct professor of Retirement Income at The American College of Financial Services. He has helped tens of thousands of Advisors as well as more than 3,000 personal clients since the year 2000
Don Graves, RICP®
Don Graves, RICP®

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