Upcoming Chapter Meeting: AAII Columbus

Posted on November 6, 2013 | Local Chapters

Date: Wednesday, November 13, 2013
Topic: Reverse Mortgages: Incorporating Housing Wealth in Retirement Distribution Income Streams
Speaker: Keith Turner, Reverse Mortgage and HECM for Purchase Specialist, Security 1 Lending

This presentation will examine new work being done with housing wealth as a component in the retirement distribution phase. With increased longevity, retirees face a lengthy period in which they will be drawing from their investment portfolios. We will look at a new tool that provides significant cash flow survival protection. We will then apply the tool to specific case studies in financial planning software.

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