7 Ways Reverse Mortgages Improve Social Security

Innovative Approaches to Strengthen Retirement Outcomes

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Rethinking Social Security with Housing Wealth

For many retirees, Social Security is the cornerstone of their retirement income. But what if there were ways to stretch those benefits further, reduce taxes, and build more flexibility into a retirement plan?

That’s where housing wealth can play a role. In this article, I explore how reverse mortgages can support Social Security strategies—helping clients delay benefits, avoid the tax torpedo, and manage IRMAA premiums.

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The content of this blog is for financial advisors and professionals only and is not intended for consumer use. Names, cases, and scenarios are fictionalized for illustrative purposes. The opinions expressed here are those of the author alone and do not reflect the views of any affiliated entities or individuals. Don Graves, NMLS #142667.

Don Graves, RICP®, CLTC®, CSA, IRMAACP™

President and Chief Conversation Starter at HECM Advisors Group/Institute

Don Graves, RICP® is a Retirement Income Certified Professional and one of the Nation’s Leading Educators on the Emerging Role of Reverse Mortgages in Retirement Income Planning. He is president and founder of the HECM Institute for Housing Wealth Studies and an adjunct professor of Retirement Income at The American College of Financial Services. He has helped tens of thousands of Advisors as well as more than 3,000 personal clients since the year 2000

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+Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®

@AskDonGraves