Reverse Mortgage vs Cash-Out Refinance

The biggest difference: a cash-out refinance requires monthly payments and income qualification. A reverse mortgage doesn't have monthly payments. If you're 62+ and want to eliminate mortgage payments while accessing equity, a reverse mortgage may be better.

Feature Reverse Mortgage Cash-Out Refinance
Monthly Payment None Full P&I required
Age Requirement 62+ 18+
Credit/Income Financial assessment only Full DTI underwriting
Best For Seniors wanting no monthly burden Qualified borrowers wanting lowest rate

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