Estate
Showing 50 results of 471
Do we pay off the house or not?
Nov 18 2024
Hello, My husband is 9 years older than I (he turns 60 this month) and wants to retire as soon as possible. A lot of hard work over the year and killed his body. I will continue working until I am 66 ...
reddit.com
Estate Planning: How Does the Basis Step-Up Rule Work?
Nov 16 2024
The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed....
kiplinger.com
You Can Dial Back Real Estate Risk
Nov 12 2024
We know you can and should take some risk when investing in stocks, but does that same principle apply to real estate investing? The post You Can Dial Back Real Estate Risk appeared first on The White...
whitecoatinvestor.com
Should You Ever Put More Than 20% Down on a Home?
Nov 12 2024
Now that the Fed has cut rates yet again, it looks like the housing market might start heating up. This means that you may finally get the chance to get a reasonable mortgage rate. Of course, reasonab...
ofdollarsanddata.com
When to Pay Off Your Home, Retire, and Do Roth Conversions - 503
Nov 12 2024
When should Jack and Swan in Florida pay off their home, retire, and convert their savings to Roth for lifetime tax-free investment growth? Jennifer in Colorado wonders whether she should take taxes i...
purefinancial.com
Looking for a great retirement option that is affordable!
Nov 10 2024
I'm 59 and my retirement savings situation is not great. I'm single, female, and live in Texas. I do own a home right now, I have about $140k in equity. I am still working full-time and I'm planning t...
reddit.com
Trump Presidency: Yes, Estate Planning Is Still Important
Nov 10 2024
President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains important, just different....
forbes.com
8 Ways to Cut Housing Costs for Retirement
Nov 08 2024
Should you try to cut housing costs? Is there an option that is right for you? Downsizing? Retire abroad? Refi? Explore your options. The post 8 Ways to Cut Housing Costs for Retirement appeared first...
boldin.com
Are You an Estate Planning Procrastinator? Where to Start
Nov 05 2024
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind....
kiplinger.com
The Impact of Housing Prices When Mortgage Rates Fall
Nov 05 2024
You're looking for that perfect house, but the mortgage rates are just too high. It feels like every time you find a place you can afford, the monthly payments are still out of reach. Then, suddenly, ...
thinksaveretire.com
Should You Include Real Estate in Your Retirement Plan?
Nov 05 2024
Consider the advantages and disadvantages of using real estate to fund your retirement years....
money.usnews.com
You Need an Estate Plan
Nov 04 2024
If you are reading this, you probably need an estate plan. If you have children, live in states like California, you owe it to your family to have an estate plan that includes a revocable trust. One o...
andrenader.substack.com
1031 Exchanges: Common Errors You Want to Avoid
Oct 31 2024
In the world of real estate investing, 1031 exchanges have become a popular tool for deferring taxes and maximizing investment returns. In a nutshell, 1031 exchanges are unique investment strategies t...
baby-boomer-retirement.com
Don't Wait to Lock In High Estate and Gift Tax Exemptions
Oct 31 2024
One of the most sweeping changes to U.S. tax code in modern history could be on the horizon. Now is the time to maximize the legacy you leave your loved ones....
kiplinger.com
How Do You Compare? Average Cash Savings, Home Equity, Retirement Savings and Other Balances of the American Middle Class
Oct 31 2024
Worried about money? You're probably in better shape than average! Compare your balance to the average cash, savings, home equity of others. The post How Do You Compare? Average Cash Savings, Home Equ...
boldin.com
51 Ways to Make Money from Home in 2024
Oct 30 2024
Discover 51 legitimate ways to make money from home in 2024! From freelancing and selling products to passive income apps and tutoring, explore the best work-from-home opportunities for earning extra ...
thinksaveretire.com
An Intriguing Idea: 5 Reasons We Should Talk About Harris’ Medicare Home-Care Benefit
Oct 29 2024
An examination of long-term care is good for all of us. As someone trying to become more knowledgeable about long-term care, I was surprised and intrigued by Vice President Harris’ proposal to c...
crr.bc.edu
Performance Update: September 2024, All-Time High!
Oct 28 2024
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
How Much House is Too Much?
Oct 25 2024
Homeownership is a cherished part of American society and a cornerstone of the American Dream. With the homeownership rate at 65% within the U.S. and home prices near record highs, the question is: ho...
ofdollarsanddata.com
The post-'stretch' home stretch for Roth IRA conversions
Oct 24 2024
The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner....
financial-planning.com
What’s the New 2025 Estate Tax Exemption?
Oct 23 2024
The IRS just increased the exemption as we enter what could be the final year of TCJA....
kiplinger.com
Aging in place: What things did you do to get set up?
Oct 23 2024
Retiring in a couple of years, partner will follow soon thereafter. We're looking around the house and thinking about things to get done. What things did you do in your home in anticipation of aging i...
reddit.com
Did any of you change cities in retirement? How did it go?
Oct 23 2024
Hi all, As my spouse and I approach retirement, we're considering moving out of our big, old, and high maintenance house and downsizing. Our considerations are having some extra money in the bank, and...
reddit.com
Why Is Real Estate America’s Favorite Investment?
Oct 22 2024
Real estate is the American investment because it effectively serves two purposes: It’s an asset that can be easily leveraged ... Read more...
physicianonfire.com
This Is the Single Most Important Thing You Can Do to Prepare for Retirement
Oct 22 2024
James sits down with someone who’s financially set to retire—mortgage paid off, kids through college, and investments in place—but he’s still grappling with one big question: w...
buzzsprout.com
Take Advantage of National Estate Planning Awareness Week
Oct 21 2024
Is an estate plan something you need? There’s a whole week set aside that says you do....
kiplinger.com
Will We Ever Expand Medicare To Cover Home Care For Elders?
Oct 21 2024
Medicare subsidizing home care for aging adults has been discussed in decades past Now it is part of the political discussion once again. It's all about the cost....
forbes.com
Five Ways the Election Could Change Your Retirement
Oct 18 2024
From taxes to Social Security and beyond, the election could change your retirement depending on which candidate wins. Who takes the House and Senate also matters....
kiplinger.com
Reflecting On A Year After Purchasing A House I Didn’t Need
Oct 18 2024
October 2024 marks one year since I purchased the most expensive house I could afford. Leading up to the purchase, I wrestled with uncertainty about whether buying such a home was the right move. For ...
financialsamurai.com
Key Questions About Kamala Harris’ Medicare Home Care Idea
Oct 15 2024
She’s suggesting an historic change in the health care system for older adults and some younger people with disabilities. But her idea raises important questions....
forbes.com
How to Get Into Real Estate Investing, Spitballing Retirement - 499
Oct 15 2024
Are real estate investment trust (REIT) ETFs a good way for Leon to begin investing in real estate? Can AI Seth stay retired at age 52, and should he do Roth conversions? Jenn in Ohio wants the fellas...
purefinancial.com
Feel guilty going off to do volunteer work leaving husband at home alone
Oct 14 2024
I’m new in retirement. Retired at 64. When I look at the week ahead and know I will be away for two hours for volunteering, and two hours for book club, and time for exercise classes I feel so G...
reddit.com
My Trainer Thinks All His Mom Needs Is A Simple Will
Oct 13 2024
Creating, implementing and maintaining a fitness program has many of the same steps and concepts as creating a successful estate plan. You need to identify key background information, evaluate and edu...
forbes.com
renting or buying in retirement
Oct 13 2024
We own our home and will retire in 2-3 years (me at 70, my wife at 65). We have adequate retirement income to cover expenses. We live in a small town that is unfortunately quite a ways from either of ...
reddit.com
A Home Insurance Policy Review To Understand What’s Covered
Oct 11 2024
One of the worst experiences for a homeowner is filing a home insurance claim only to be told it's not covered. After years of paying premiums, the insurance company doesn't deliver when it's needed m...
financialsamurai.com
I could just sit and read all day....but my shoulders and back are killing me!
Oct 11 2024
Retired a few months now from teaching. We also built a new house that has a covered porch...my absolute favorite part. We are in the Northeast and the fall weather has been lovely, so I sit outside a...
reddit.com
Are We Heading for a Housing Market Crash?
Oct 10 2024
Various pundits and some media outlets have been predicting a potential crash in the U.S. housing market for several years ... Read more...
physicianonfire.com
Kamala Harris Proposes Medicare Cover In-Home Healthcare
Oct 08 2024
Vice President Kamala Harris proposed a plan for Medicare to cover in-home healthcare....
kiplinger.com
Will be downsizing soon, better to pay cash or get a mortgage?
Oct 08 2024
I'm retired, husband will be retiring in about 2 years. We are planning to sell our large, Midwestern home and move out west into a smaller house when he does. If we don't go crazy we can pay cash for...
reddit.com
Are Adjustable Rate Mortgages Right for You in a High Interest Rate Environment?
Oct 08 2024
Are short-term savings using an adjustable rate mortgage worth the risk of rate hikes? In this podcast, we cover how adjustable rate mortgages (ARMs) work, how they differ from fixed-rate mortgages, a...
buzzsprout.com
How can I live in two countries?
Oct 05 2024
I own a home in the U.S. but want to live in Australia. Due to its visa restrictions, I can only be there three months at a time, which means I'd split my "residency" between the two countries. Plus, ...
reddit.com
The 20 States Real Estate Investors Should Avoid Unless They Love Filing Tax Returns
Oct 04 2024
It's not always easy determining how much you owe in state taxes for passive investments. Here's a guide that will help you figure it out. The post The 20 States Real Estate Investors Should Avoid Unl...
whitecoatinvestor.com
Should You Change Your Estate Plan Before the Election?
Oct 03 2024
You might need to modify your estate plan before the election — or at least before a new administration....
kiplinger.com
Does It Make Sense for Doctors to Rent Forever?
Oct 03 2024
Can you imagine renting forever and never actually buying a house? For some people (and maybe for some docs), it could be the right decision. The post Does It Make Sense for Doctors to Rent Forever? a...
whitecoatinvestor.com
Three Major Estate Plan Mistakes to Avoid
Oct 02 2024
A complete and up-to-date estate plan can help ease your loved ones' worries and make things easier for them after you pass....
kiplinger.com
Move to +55 community or stay in our current home after age 70?
Oct 02 2024
My partner and I are both retired and have lived in our current home in central Texas since 1986 - new build (partner purchased the home two months before we met). House is a two story in a fully deve...
reddit.com
Ideas for How Start a Band Among Retirees
Oct 01 2024
I am 68 and looking to get together with some other retirees, primarily to jam but possibly to play out occasionally. We could get together at my house; I have a music room that could accommodate a sm...
reddit.com
Settling The Work From Home Debate Once And For All
Oct 01 2024
One of the most significant developments to come out of the pandemic, if not the greatest, was the shift to remote work for millions of employees. Beginning in March 2020, businesses quickly adapted o...
financialsamurai.com
3 Key Factors to Consider Before Paying Your Mortgage Off in Retirement
Oct 01 2024
Connor plans to retire soon and wonders if he should pay off his mortgage of $300,000 or invest those funds, especially since he has a low interest rate. James gives a detailed response and reveals wh...
buzzsprout.com
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