5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage

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By Robert Klein, CPA

Housing wealth, although it represents about one-half of an average household’s net worth, is often ignored as a retirement income planning tool. There are numerous strategies that can be used to provide readily available tax-free liquidity to pay for planned and unforeseen expenses throughout retirement by monetizing a portion of the equity in one’s home.



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