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Reverse Mortgages: What, Who, Why, and When

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Wed, November 2, 2016
4:00 pm - 5:00 pm
Faculty Club, Grand Lounge

Time: 4-5 p.m.
Event Host: Emeritus Academy
Short Description: There are a large number of seniors with substantial home equity, but relatively little income.


There are a large number of seniors with substantial home equity, but relatively little income. They could tap their home equity by moving to a rental unit or less expensive dwelling, but many wish to remain in their current home. For some seniors, traditional access to the credit market through refinancing or a home equity loan is unavailable due to lenders’ credit constraints. Financial planners are increasingly suggesting retirement planning strategies where reverse mortgages have a role. This talk summarizes four years of research on the U.S. Home Equity Conversion Mortgage. Topics covered include a description of reverse mortgages, who obtains them and the reasons for this decision, and the longer-term outcomes of obtaining a reverse mortgage.

Join the Emeritus Academy for an open lecture by Donald Haurin, professor emeritus of the Department of Economics.

A business reception will accompany the lecture. For more information, visit the Emeritus Academy and register.

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