Planning your client’s retirement is much like putting the pieces of a puzzle together to see the entire picture. Please enjoy using these powerful retirement calculators as you see if a Home Equity Conversion Mortgage (reverse mortgage) fits into your client’s retirement plan.
To see the impact of strategic withdrawls from a HECM on your client’s portfolio try our ‘what-if’ scenario showing retirement projections with and without a reverse mortgage here. Such a strategy may allow retirees to utilize funds from a HECM line of credit in a down market rather than selling a depreciated asset.
Thank you for using these tools. We encourage you to work with one of our qualified Retirement Funding Solutions Advisors to further discuss how we may partner with you in providing the flexibility of a HECM as part of an overall retirement plan.