Should I Sell My Inherited Property to Fund Retirement? ($1 Million Value)
A common question we often get from clients who inherited a rental property is whether they should cash out? Or keep it and maintain the rental income.
In this video, we walk through 4 reasons retirees sell their inherited rental property.
✍ Show notes & resources:
https://onedegreeadvisors.com/2022/11/should-i-sell-my-inherited-property-to-fund-retirement/
✅ Learn about how we help people through retirement:
https://onedegreeadvisors.com/
☎️ Free initial call:
Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/
👉 Gain access to our exclusive client memo
https://onedegreeadvisors.com/blogs/
🛡 Download our complimentary retirement guide
https://onedegreeadvisors.com/retirement-guide/
Twitter: https://twitter.com/onedegreetweets
Facebook: https://www.facebook.com/onedegreeadvisors
This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
Disclosures: https://onedegreeadvisors.com/solutions/#disclosures
0:00 Intro
0:28 Advantages of Real Estate
1:02 Reason 1 - Simplicity
2:07 Reason 2 - Multiple Heirs
3:15 Reason 3 - Taxes & Title
3:40 IRS "Step up in basis"
5:19 Reason 4 - Replacing Income
6:05 Most importantly - does a sale align with your goals??
Видео Should I Sell My Inherited Property to Fund Retirement? ($1 Million Value) канала Retire Confidently | Anthony Saffer & Alex Okugawa
In this video, we walk through 4 reasons retirees sell their inherited rental property.
✍ Show notes & resources:
https://onedegreeadvisors.com/2022/11/should-i-sell-my-inherited-property-to-fund-retirement/
✅ Learn about how we help people through retirement:
https://onedegreeadvisors.com/
☎️ Free initial call:
Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/
👉 Gain access to our exclusive client memo
https://onedegreeadvisors.com/blogs/
🛡 Download our complimentary retirement guide
https://onedegreeadvisors.com/retirement-guide/
Twitter: https://twitter.com/onedegreetweets
Facebook: https://www.facebook.com/onedegreeadvisors
This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
Disclosures: https://onedegreeadvisors.com/solutions/#disclosures
0:00 Intro
0:28 Advantages of Real Estate
1:02 Reason 1 - Simplicity
2:07 Reason 2 - Multiple Heirs
3:15 Reason 3 - Taxes & Title
3:40 IRS "Step up in basis"
5:19 Reason 4 - Replacing Income
6:05 Most importantly - does a sale align with your goals??
Видео Should I Sell My Inherited Property to Fund Retirement? ($1 Million Value) канала Retire Confidently | Anthony Saffer & Alex Okugawa
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10 ноября 2022 г. 23:22:18
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