Financial Gravity Announces New Partner Office in Phoenix, Arizona
Prominent researchers are embracing the home equity product as a key retirement planning tool. Will advisers follow? (Related: 9 surprising ways to use a reverse mortgage )
We need to be candid about the realities facing today's pre-retirees.
Who can do these beneficial transfers, with how much money, to what kinds of charities--and how to execute (and report) the QCD.
Vanguard’s report brings additional hope.
Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators
Product considerations are complex, and using this strategy inappropriately in a retirement income plan can trigger problems.