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Reverse Mortgage vs HELOC

Compare a reverse mortgage and a HELOC to decide which way to tap home equity fits your situation.

Details

Results

Better fit
Reverse mortgage
HELOC
Why

Educational estimate. Actual proceeds depend on rates, HUD limits and a HECM counselor.

How it works

We weigh your age (62+ required for a reverse mortgage), whether you can make monthly payments, and your goals to suggest which option fits.

The deciding question: can you make monthly payments? If yes, a HELOC usually costs less.

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Two doors to the same equity

A HELOC is a low-cost line of credit you draw on and repay monthly — great if you have income and want to preserve equity. A reverse mortgage requires no monthly payment and is built for retirees 62+ who are cash-poor but house-rich, at the cost of higher fees and a growing balance. The honest deciding factor is simple: if you can comfortably make monthly payments, a HELOC almost always costs less; if you can’t, the reverse mortgage exists for exactly that reason.

Good to know

FAQs

Reverse mortgage or HELOC?

HELOC is cheaper if you can make payments; a reverse mortgage suits those who can't or won't.

Do both require 62+?

No — only the reverse mortgage. A HELOC has no age requirement.

Which keeps more equity?

A HELOC, since you pay it down; a reverse mortgage balance grows.

Is this lending advice?

No — it's an educational comparison.