05/06/2025
How do you get a mortgage if you are retired and have assets but little taxable income?.................
I have a high net worth individual that has a large amount of assets in their account but show very little income. They have a "margin" loan that needed to get paid off due to their concerens about the market. We were able to secure a cash out refinance on their primary residence using their "assets" as projected income VS traditional route of needing to show tax returns.
If you do NOT fit the traditional Mortgage box, there may be great loan opportunities for you. Let me know how I can help! Check out the short video in the comments section for a few different loan strategies that help good people obtain great mortgages!