- Introduction
- Reverse Mortgage
- Sale and Leaseback of Your Home
- Nonqualified Deferred Compensation Plans
- Income Deferral Programs
- Other Investments for Retirement
- Comparing Taxable and Tax-Exempt Yields
- Capital Gains Tax Rates
- Tax Rate on Dividends
- Comparing Tax-Advantaged Investing to Other Investing
- Investing in Growth Stocks or Growth Mutual Funds
In addition to employee retirement plans, you may want to consider other ways of supplementing your retirement income. For example, you may be able to tap into the equity you've built up in your house. As an employee, you may arrange for income deferrals—delaying the receipt of a portion of your income until you retire. And of course there are many other ways to invest money that could increase the assets available to you at retirement. Work with your financial professional to build a strategy that works best for you.
Your House Is More Than a Home
Many people have paid off their home mortgages before retirement. There are two ways your home can help you generate income in retirement:
- reverse mortgages
- sale and leaseback of your home
Both of these techniques are typically used when you can't make ends meet with your other retirement funds.
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
| Not a Bank Deposit | Not Insured by Any Federal Government Agency | |
Meeting with NHTrust Team is without obligation or cost.
NHTrust is a trade name of the New Hampshire Trust and Wealth Management Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member of FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and NHTrust are not affiliated.