Retirement Funds Integrator (RFI)
Enter the following information to see a chart depicting how a HECM and annuity can be used in combination to help fund your retirement.
Rate of Return: Enter the annual rate of return you estimate your financial assets will earn. A low estimate reduces your risk of falling short of funds before annuity payments begin. For complete safety, enter 0.
Financial Assets: For simplicity, taxes are not taken into account here. In some circumstances (particularly if a substantial portion of your financial assets are in traditional IRA / 401k accounts) the tax status of your financial assets can have a significant impact on how an RFI plan is structured. If you proceed, you should consult your Mortgage Professor representative regarding the tax implications of any retirement plan.
Need Help?
There are two ways you can receive help from The Mortgage Professor or one of his counselors. You can request someone to call you or you can send a question and someone will email you the answer.
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