HomeSafe is for homeowners 55+* who wish to maximize the power of their home equity. For those with higher home values and substantial equity, it can be a strategic option for creating liquidity, preserving investment accounts, purchasing a new home, and achieving retirement dreams.
*For certain HomeSafe products only, excluding Massachusetts, New York, and Washington, where the minimum age is 60, and North Carolina and Texas where the minimum age is 62.
Disclaimer
This article is intended for general informational and educational purposes only and should not be construed as financial or tax advice. For tax advice, please consult a tax professional. For more information about whether a reverse mortgage fits into your retirement strategy, you should consult your financial advisor.