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Kiplinger
Kiplinger
Business
Jerry Golden, Investment Adviser Representative

How Your Home Can Fill Gaps in Your Retirement Plan

Go2Income HECM
An older couple smile as they come through the front door of their home after shopping.

Most retirement planning methods have ignored what for some retirees is their largest single asset — their home. That means the plan may fail to deliver on one or more of the five things retirees want:

  • Don’t run out of money
  • Grow income each year
  • Leave a meaningful legacy for kids and grandkids
  • Increase spendable income by reducing taxes
  • Build up a source of liquidity for unplanned or unfunded expenses
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