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2019 Conference

May 21–23, 2019

Westin Arlington Gateway, Arlington, VA, USA

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207 Housing Value for Retirement: Whom Does It Fail and Why?

Wednesday, May 22, 2019 at 5:15 PM–6:15 PM EDT
Prefunction ACD
Key Words

Retirement, Housing Equity, Reverse Mortgage, Financial Planning

Short Description

The objective of this study is to find a relationship between advisor-use by a household and possible gaps in retirement that could be nearly filled by housing wealth. This study intends to identify the characteristics of the households that could lose on opportunities for timely use of housing wealth due to lack of planning (Lusardi & Mitchell, 2007; Sun et al., 2007).

First & Corresponding Author

Aman Sunder, College for Financial Planning
Authors in the order to be printed

Cindy Shnaider, Anita Nickerson, Aman Sunder

Additional Authors

Cindy Shnaider, College for Financial Planning
Anita Nickerson, College for Financial Planning
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