Reverse Mortgages

Reverse Mortgage (HECM):
Turn Home Equity Into Retirement Income

A reverse mortgage lets homeowners 62+ convert home equity into tax-free cash — without monthly mortgage payments. Learn how HECM loans work, what they cost, and whether a reverse mortgage is right for your retirement.

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How a Reverse Mortgage (HECM) Works

A Home Equity Conversion Mortgage (HECM) — the most common reverse mortgage — is an FHA-insured loan for homeowners 62 and older. Instead of you paying the lender each month, the lender pays you. You can receive the money as a lump sum, monthly payments, a line of credit, or a combination. The loan doesn't have to be repaid until you sell, move out, or pass away. No monthly mortgage payments are required — but you must continue paying property taxes, homeowners insurance, and maintaining the home.

Key Points to Understand

  • You retain ownership of the home — the lender does NOT take title.
  • The loan balance grows over time as interest and fees accrue.
  • When the last borrower dies, sells, or moves out, the loan becomes due.
  • Heirs can repay the loan and keep the home, or sell and keep any remaining equity.
  • The loan is non-recourse — you/heirs will never owe more than the home's value.

Reverse Mortgage Eligibility

Requirement Details
Age All borrowers must be 62+
Home Type Primary residence: single-family, 2-4 unit (if you occupy one), FHA-approved condos, manufactured homes
Equity Significant equity (typically 50%+). The more equity, the more you can borrow.
Counseling Mandatory HUD-approved counseling session before you can apply
Financial Assessment Must demonstrate ability to pay property taxes, insurance, and maintenance

Reverse Mortgage Pros & Cons

Pros

  • No monthly mortgage payments
  • Tax-free income (IRS treats as loan proceeds, not income)
  • Stay in your home as long as you live
  • Non-recourse — never owe more than home value
  • Flexible payout options

Cons

  • High upfront costs (2% upfront MIP + origination + closing)
  • Loan balance grows — reducing inheritance
  • Must continue paying taxes, insurance, maintenance
  • Can affect Medicaid eligibility
  • Complex — hard to understand all implications

Reverse Mortgage FAQs

Does the bank own my home with a reverse mortgage?

How much can I get from a reverse mortgage?

What are alternatives to a reverse mortgage?