What Are Important Benefits for Homeowners to Be Aware Of?
Everyone can picture the benefits of having more cash flow in retirement—vacations, spending more time with the grandkids, treating yourself in everyday life—but there are other important benefits to know about.
“Rightsizing” Your Home and Neighborhood
You can purchase a new home using a reverse mortgage loan. This offers a tremendous boost in purchasing power without obligatory monthly mortgage payments. If you wanted to upsize, downsize, move to a more expensive area, or anything in between, this could be right for you.
Make Retirement Investments Go Further*
With a reverse mortgage loan, you can secure your cash flow throughout retirement and change the way your finances work. If you turn a portion of your home equity into cash, you can avoid drawing from your investments when the markets are down, and do so when they’re back up.
Utilize Some Major Tax Advantages*
Because the proceeds from a reverse mortgage are considered a loan—not income—they are off limits to the IRS.* Strategic use of these proceeds offers a host of potential tax advantages, including withdrawing from your IRA in the lowest possible tax bracket percentage.*
Brian McRae
Reverse Mortgage Specialist
NMLS #2214972
What About You and Your Retirement?
I’m a native Texan and have lived in Austin for over 30 years. My wife and I have three children, all boys, ages 21, 19, and 8 (the bonus baby!)
My life changed when I learned how reverse mortgage loans can help Baby Boomers navigate their retirement. Coaching and teaching is in my DNA, and most of my time is spent educating people about how reverse mortgages really work.
I love my job because it’s personal—every loan I work on has a story and affects at least one person very deeply.
Reverse Mortgage Loan Testimonials
Hear about the real impact on people’s lives.
Finding Freedom with a Reverse Mortgage Loan
A Reverse Mortgage Loan Is a Game Changer
Homeowner with a Reverse Mortgage Loan Helps Sister Improve Her Life
Staying in the Family Home and Retiring Comfortably
Using a Reverse Mortgage Loan to Improve Retirement Life
Real Estate Professional Sets Himself Up For Retirement
Curious About What You May Qualify For?
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*This advertisement does not constitute tax or financial advice. Please consult a tax and/or financial advisor regarding your specific situation.