Innovative solutions for today's older adult

What is a Reverse Mortgage?

Available to homeowners who are 62 years of age or older, a reverse mortgage is a unique government-backed financial tool that may help you achieve your optimum lifestyle.

  • Reverse mortgages can provide a safe way to tap some of your home value. Use your home to stay at home.
  • Reverse mortgages can help seniors enjoy and share their wealth during their lifetimes.

What are the Benefits of this Tool?

For many seniors, the home is the most valuable asset, especially in an area like San Diego. Launched in 1994 by Congress, the government-backed reverse mortgage program (Home Equity Conversion Mortgage) can provide a safe way to tap some of that home value. The funds can be drawn as needed with flexibility, are tax free, and there are no monthly payments. While some seniors use the funds to make their homes more modern or to help with the extra expenses Medicare doesn't cover (like hearing aids or dental work), there are no restrictions on how the funds can be used.

Seniors with adult children will experience many attractive new possibilities: helping an adult child buy a home now, contributing to educational expenses for grandchildren, or purchasing a second home near their adult children. Reverse mortgage funds may be critical to help with inflation, replace lost social security or pension income after a spouse has passed away, or when long-term care is needed.

 

 

 

 

 

 

 

 

 

Revised 5-9-09