Refinance & Home Equity
Tapping Your Home Equity: HELOCs and the Retirement Mortgage
A HELOC with no required monthly payments for homeowners 55 and older, and a Retirement Mortgage whose proceeds generally aren't taxed like IRA withdrawals.
Keep Your 2.8% Mortgage or Refinance? It Depends on Your Stage of Life
What's better, a 6.5% mortgage with a $2,000 payment or a 2.8% mortgage with a $3,000 payment? It depends on your stage of life.
Eric Rolph
Broker, NMLS #342391Eric founded Summit Mortgage in 1992 and helps Conejo Valley families buy, refinance and plan for retirement.
Categories
Market UpdatesBuying a HomeRefinance & Home EquityReverse Mortgages & RetirementRetirement Mortgage
Make the most of your home equity with a retirement strategy built around your home.
Learn moreGet The Trusted Advisor
Eric's monthly newsletter, delivered to your inbox.
SubscribeQuestions about your loan?
Call me… I'm happy to walk through the numbers.
(805) 374-1366