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2019 Conference

du 21 au 23 May 2019

Westin Arlington Gateway, Arlington, VA, USA

Proposal authors can use this tool to see where they have been placed in the agenda for a Symposium, an Oral Session, or a Featured Research Poster Session.

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

mercredi 22 mai 2019 à 17:15–18:15 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
Chargement en cours …