Reverse can help mitigate sequence-of-returns risk

February 1, 2022

Wade Pfau, professor of retirement income at the American College of Financial Services, and author of “Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement,” recently discussed with Barron’s his views on the 4% Rule in today’s market, Social Security claiming, and various other retirement income strategies. To help mitigate against sequence-of-returns risk, Pfau offers four strategies, including “using buffer assets like cash, a reverse mortgage or whole life policy with cash value.”

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Category: Reverse Market News

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