Encore - Michael Kitces Talks Home Equity

Join Stephen Resch and guest Michael Kitces as they discuss the often-over-looked use of home equity in a retirement plan. With seniors today controlling over $14 Trillion in equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.

Join us as we discuss:

• What are the different options for using home equity, and when does it make sense to consider them?
• Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rates?
• Can home equity bring cash flow and income tax efficiencies to a retirement plan?
• Other legacy and generational wealth transfer opportunities.

• What are the different options for using home equity, and when does it make sense to consider them?
• Can home equity address planning shortfalls such as inadequate long-term care protection, or excessive asset distribution rates?
• Can home equity bring cash flow and income tax efficiencies to a retirement plan?
• Other legacy and generational wealth transfer opportunities.