How to Use Retirement Assets as Qualifying Income | Fannie Mae & Freddie Mac

Learn how eligible retirement and investment assets can be converted into qualifying monthly income under Fannie Mae and Freddie Mac requirements. In this Blueprint training webinar, we break down how to evaluate retirement and investment assets when determining qualifying income, including 401(k)s, IRAs, investment portfolios, and other eligible assets. In this video: Using assets as a source of qualifying income Fannie Mae and Freddie Mac requirements Evaluating 401(k)s and IRAs Using eligible investment accounts and portfolios Determining available assets for income calculations Calculating qualifying monthly income Practical considerations for retirement-asset scenarios Build a more consistent approach to analyzing retirement and investment assets when determining borrower qualifying income. Learn more about Blueprint: Visit getblueprint.io Request a demo: Visit getblueprint.io/contact/ Subscribe for more mortgage underwriting training, income analysis education, product tutorials, and industry updates. #MortgageUnderwriting #RetirementIncome #IncomeAnalysis #FannieMae #FreddieMac