A reverse mortgage can be part of a legacy plan, not the end of one.
- Talk about it as a family: we’re happy to include your children, your CPA, your financial planner or your estate attorney in your video or phone appointment.
- Preserved equity (Reverse Equity Advantage) gives heirs a known floor, no matter how home values move.
- Planners use reverse mortgages for things like retirement cash flow, delaying Social Security or IRA withdrawals, paying for long-term care, or buying a downsized home.
- Proceeds are loan funds, generally not taxable income. Talk with your tax advisor. Effects on Medi-Cal and other benefits vary.
- For CPAs and financial planners: learn about becoming a licensed Cypher Partner in our For Financial Professionals section.
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Wymac Capital, Inc. · 346 Rheem Blvd #107, Moraga, CA 94556 (by appointment only) · Call or text 925-885-1919 · Main office 925-937-4300 · info@wymac.com
Real estate broker, California Department of Real Estate, License #01121628 · NMLS #18766 · DRE license information · NMLS Consumer Access · Equal Housing Opportunity
The site’s existing HUD/FHA footer disclaimer appears on every page. Information is general and not legal, tax or financial advice. Counseling is required before applying for a reverse mortgage.