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Adding Housing Wealth to a Retirement Income Plan
Course Information
Content Level: Advanced
NAPFA Subject Area: E-Retirement Planning
Course Description

This session is sponsored by Finance of America Reverse, LLC.

Retirement planning has traditionally excluded housing wealth. However, with highly appreciated home values, a desire for a more holistic approach, and the need to plan for longer lifespans, more advisors are taking a fresh look at reverse mortgages.

In this session, Steve Resch, a practicing wealth advisor, will give a quick overview of how a reverse mortgage works, and then share case studies of how he has used it in his practice to supplement retirement plan distributions, delay social security, provide a safety net for long-term care risks, pay the taxes on Roth Conversions, and much more.

Participants will leave with a better understanding of how a reverse mortgage can safeguard and enhance their client’s retirement and legacy objectives.

Learning Objectives
  1. Evaluate if home equity with a reverse mortgage can help safeguard a retirement income plan
  2. Identify opportunities where legacies can be enhanced by including a reverse mortgage in a comprehensive retirement plan
  3. Share conceptually how a reverse mortgage works with clients

Stephen Resch

As Vice President of Retirement Strategies at Finance of America Reverse, Stephen Resch leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.

Resch is also an independent wealth advisor and a partner in the investment management firm he started in 1994. His practice is focused on effective retirement income strategies and will often include a reverse mortgage to manage cash flow, income taxes, market performance, and other considerations to help safeguard and enhance retirement and legacy objectives.

Resch is a subject expert source, is interviewed by numerous media outlets, and is a frequent speaker at both national and regional professional conferences.

Availability: Retired
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
No Credit Offered
Contains: 2 Courses
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