Delay Social Security

By Kent Kopen, CRMP, CLA, MBA posted 08-29-2018 11:33

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Those who delay starting Social Security can get up to 75% more than those who apply early, but how do clients bridge the income gap?

Retirement income planning always revolves around the question: how much can I take out and how long can I make it last?

Home equity solutions can be a tool to help fund a retiree's lifestyle today and legacy aspirations tomorrow.

The video below presents the case study at a high level. For a more detailed discussion and a better look at the charts and graphs shown in the video click here.

One of the more useful capabilities we have is modeling the preservation of a defined amount of home equity that can be used for yet-unidentified expenses and/or for care and support of heirs with special needs.

If you have a case you're working on that requires this level of analytics, please call me at (800) 208-1252 or email: [email protected].

--Kent

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