Estate

Retire in Portugal (via D7) and purchase retirement home possible?

Mar 12 2023

Since Portugal's Golden Visa has come to an end, I was thinking of retiring there instead. My question is it possible to buy residential real estate using my retirement fund (e.g., 401k, IRA, etc.)? W...

reddit.com

How Our Private Real Estate Investments Performed in 2022

Mar 10 2023

[Editor's Note: The vast majority of the world’s millionaires have created wealth by investing in real estate. The White Coat Investor wants to show you how that’s possible for you. That&r...

whitecoatinvestor.com

Getting a home equity loan in retirement

Mar 10 2023

My dad is retired now and he and my mom would like to move to be closer to my family. They have a nice house that is paid off that they will be selling, it’s in a pretty desirable area, so we ar...

reddit.com

Signs Of Spring

Mar 07 2023

Along with crocus and pussy willows signs of spring include more home buyers. Consequently, as a seller I’m preparing to put my house on the market. I can’t afford to build the new house w...

kathysretirementblog.com

What have you stopped doing because you re afraid of falling?

Mar 07 2023

I stay off of extension ladders and I no longer clean our gutters (two story house). submitted by /u/Scott-A-Gese[visit reddit] [comments]...

reddit.com

Best easy books on estate planning?

Mar 07 2023

Written on a for dummies level submitted by /u/Huge_Prompt_2056[visit reddit] [comments]...

reddit.com

Books

Should I Liquidate my 401k to pay off the mortgage? I'm over 60

Mar 05 2023

I'm still working but on the verge of retirement. In an effort to eliminate monthly expenses, I'm eying my 401k, which is sitting at a 450k balance to pay off my first and only home loan. It has a sim...

reddit.com

401k

Real Estate Professional for tax purposes

Mar 04 2023

It was suggested to me that I look into becoming a real estate professional for tax purposes. From what I've read, this is a special designation on tax returns if the tax payer performs more than 750 ...

reddit.com

Taxes

Do Your Heirs A Favor: Make A Plan For The Family Home

Mar 02 2023

Decide now what you want to do with the family home after you are gone — and then write it down and update as necessary...

forbes.com

Should I Sell or Rent My House When I Relocate for Retirement?

Feb 27 2023

This decision isn’t easy, thanks to investment, tax and other considerations. Let’s explore the implications of each....

kiplinger.com

Corporate Transparency Act Affects Your Estate Plan

Feb 26 2023

The Corporate Transparency Act will affect many people and require reporting of entities that form the foundation of many estate plans....

forbes.com

The 7 Greatest Asset Bubbles of All Time [All You Need to Know]

Feb 26 2023

Which asset bubble was the greatest in history? Was it the flower that once sold for the price of a house? Or the magic internet money that went up 10x in a little over a year? Or was it something els...

ofdollarsanddata.com

The 156 House Republicans that are on board to cut Social Security

Feb 26 2023

https://i.imgur.com/LOunOwh.png submitted by /u/fudgebacker[visit reddit] [comments]...

reddit.com

Any AZ snowbirds shuttling between Socal and AZ?

Feb 24 2023

Planning to retire within 5 years. I live in an LA-area house that’s fully paid off. Looking to downsize then by buying a cheaper and smaller house, perhaps in southern OC or SD, and one in PHX....

reddit.com

4 Arguments for Retaining Your Mortgage in Retirement

Feb 23 2023

We hear it all the time, most people want to be debt free when they retire. It is all about peace of mind and wanting to be free from financial obligations. However, mortgages are considered “go...

newretirement.com

Rising Popularity of ADU’s a Blessing for Retirees

Feb 22 2023

February 23, 2023 — One of the hottest acronyms in the real estate world is ADU, which stands for Accessory Dwelling Unit. Demographic shifts from Covid, exploding real estate prices, and a shor...

topretirements.com

Breaking Up Real Estate Is Hard To Do: Why You Need A Cohabitation Agreement

Feb 21 2023

Buying real estate with someone other than a spouse can be a costly mistake. A cohabitation agreement will make it easier if the relationship goes south....

forbes.com

When Estate Planning, Don’t Let Mistakes Thwart Your Wishes

Feb 21 2023

Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live....

kiplinger.com

Mistakes

Exceptions to the One House, One Spouse, One Job Rule

Feb 20 2023

By Dr. James M. Dahle, WCI Founder Anyone who has been around the physician financial blogosphere has probably heard someone cite the “one house, one spouse” rule of thumb. In 2015, I expa...

whitecoatinvestor.com

Career

Spouse

Meme Stock Shock (Money Update)

Feb 20 2023

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

Portfolio

Am I crazy to be thinking about retirement? (age 63 working part time)

Feb 20 2023

My job is not terribly difficult. I work from home, my hours are flexible, I can take time off pretty much whenever i want (but I don't get paid). I don't get paid hourly, or salaried, I am paid per t...

reddit.com

Career

Turning 62 soon. Having trouble finding decent work. Little to nothing saved, no 401k, no pension. House and car paid for

Feb 19 2023

Can't seem to find any meaningful work. My body just can't handle stuff I'm good at (type of work I'm doing now) and I've found that absolutely nobody wants to hire an old guy as a software developer....

reddit.com

Pensions

401k

Home Loans for Doctors: Physician vs. Conventional

Feb 17 2023

By T.J. Porter, WCI Contributor A home is a major investment, and unless you have hundreds of thousands of dollars socked away, you’ll likely need to get a mortgage if you want to buy one. Many ...

whitecoatinvestor.com

Eight Reasons to Use Mortgage Broker Services

Feb 17 2023

A mortgage broker helps homeowners by researching loans and negotiating with lenders. Here is a closer look at eight of the top reasons to work with a broker to obtain a mortgage. 1. Save Time and Ene...

retirementsavvy.net

I thought about buying a condo in Florida

Feb 16 2023

I thought about buying a house or condo in Miami or Fort Lauderdale Florida but this subreddit convinced me that I should try renting a room for a month or two in the winter. Thanks. I might save a bu...

reddit.com

Best mid-sized town for retirement?

Feb 16 2023

5 years from retirement; are there any towns with a vibrant nightlife, moderately priced housing market (and land?) that is also tax friendly for a military retirement? I currently live in Visalia, CA...

reddit.com

Taxes

Estate Planning Seminars

Feb 15 2023

I get invites for a free dinner to listen to lawyers tell me how to protect my wealth on the reg. Is anything gained from attending these other than the meal and being scared into paying a lawyer a lo...

reddit.com

Comparing Real Estate Funds: DLP Housing Fund & Origin Investments IncomePlus Fund

Feb 14 2023

Recently, we compared two similar private real estate funds from Trion and 37th Parallel. We’ll continue in that tradition today ... Read more...

physicianonfire.com

If you’ve moved into a Continuing Care Retirement Community with a steep buy-in, how did you handle the financing?

Feb 14 2023

Most of the better continuing care retirement communities in my area have an up-front, six digit, mostly refundable buy-in. It’s often close to the value of housing in the area for the upper mid...

reddit.com

What do do with home sale profit?

Feb 14 2023

Soliciting ideas/strategies for what I should do with ~$500K profit from home sale. I’m about to retire and I don’t plan to buy a new home for at least two years; we’re going to trav...

reddit.com

looking for retirement calculator that handles real estate investments well

Feb 14 2023

I’m looking for a free retirement calculator that does a good job with real estate investments. They are different than regular investments when it comes to retirement, because they have an expe...

reddit.com

Calculators

Retirement location.

Feb 13 2023

My wife and I live in north nj, one of the most affluent suburbs in the US. We live in a 120 year old stone house on about .5 acres but surrounded by a park on 2 sides and some woods from an office bu...

reddit.com

Spouse

How to Reduce the Risk of Investing in Passive Real Estate

Feb 11 2023

In any investment, there is risk involved. Without risk, there wouldn’t be possible returns. Real estate can be viewed as ... Read more...

physicianonfire.com

It’s Time For Three-Dimensional Relationships Again

Feb 11 2023

Staying home wasn’t a law anywhere in the U.S. but the vast majority of us obeyed the directive and hunkered down, waiting for better guidance about what we were facing. That was three years ago...

forbes.com

My 48 hours Meandering Journey Home

Feb 10 2023

Hey everyone. I’m back in the USA! Last week, I complained about the long and difficult journey back home. However, it turned out much better than I thought. Today, I’ll share what happene...

retireby40.org

A True Story about Identity Theft

Feb 10 2023

The call came at around 4:00 AM, waking me up. “Mr. Gorban, this is so-and-so from US Bank. Are you currently in Houston, TX?” Sleepily I respond, “No, I’m at home in Portland....

thinksaveretire.com

Adding kids to house?

Feb 10 2023

We have a will and trust, but are any of you considering putting your kids on your house and bank accounts? I’m hearing of so many stories where the government or a nursing home takes it all. No...

reddit.com

Children

Estate Planning? Four Strategies for Leaving Assets to Your Heirs

Feb 08 2023

No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals....

kiplinger.com

How To Protect Mortgage Borrowers – And How Not To

Feb 08 2023

The recent action by the Consumer Financial Protect Bureau to protect consumers seeking a mortgage through multi-lender web sites fails to distinguish abusive sites from responsible sites, and provide...

forbes.com

How To

Saving advice for 27F trying to buy a house while also saving for retirement

Feb 08 2023

Hi Reddit, Usually I just lurk but I’ve been feeling extra stressed about saving lately. Currently I am a teacher with 16k invested into my pension fund (however I may leave teaching and start o...

reddit.com

Savings

What happens to women like me? I'm not really able to live alone for multiple personal reasons. I am trying to find housing that solves the problems of affordability, loneliness, minor physical limita

Feb 05 2023

I don't have any family that is able or willing to help. My husband died several years ago. Due to some personal problems and health concerns, I'm not comfortable living alone. I am not poor but I nee...

reddit.com

Renting out house during long term travel

Feb 03 2023

Has anyone rented out their house for a year and slowly traveled? I was thinking I could follow the weather for a year with monthly Airbnb rentals. Winter in Mexico and Florida, and summer in Canada. ...

reddit.com

Travel

The Next Retirement Communities Won’t Be Just for Seniors

Feb 01 2023

New developments that integrate senior housing into age-diverse apartment buildings offer a more affordable alternative to isolated suburban retirement communities....

nytimes.com

Comparing Real Estate Funds: Trion Properties & 37th Parallel

Jan 31 2023

With five years of passive real estate investments under my belt, I’ve invested in a wide variety of projects. I ... Read more...

physicianonfire.com

Analysis | Save for a House or Retirement? Choose the Latter

Jan 31 2023

The tax benefits for contributing to an IRA, 401(k) and similar accounts are too good to ignore....

washingtonpost.com

As you age, is a detached single home best in retirement?

Jan 31 2023

I am 2 weeks away from being 50. Am planning to retire at 62. I just sold a condo I had for 20 years. I hated condo life because the maintenance kept going up and the assessments meant I couldn’...

reddit.com

Can The Bank Take Your House Even If You Pay Your Mortgage?

Jan 30 2023

It’s every home-owner’s worst nightmare. Already drowning in debt, and with a rampaging cost of living crisis causing many families to barely be able to make ends meet, they get a notice f...

millennial-revolution.com