Using Home Equity to Reduce Taxes in Retirement with Harlan Accola

Your home may be more than a place to live in retirement. For some homeowners, it can also become a strategic financial resource—one that may help manage taxable income, protect investments during market downturns, and create greater flexibility around retirement withdrawals. Harlan Accola, who leads the reverse mortgage team at Movement Mortgage, joined the show today to explain how a reverse mortgage—specifically a Home Equity Conversion Mortgage, or HECM—can fit into a thoughtful retirement income strategy. A reverse mortgage is not right for everyone. But when used carefully as part of a broader financial plan, home equity may provide retirees with options they would not otherwise have.