Oct 8, 2021
With your house being one of the most valuable assets you own, it’s not surprising that people might consider a number of different decisions that might have a significant financial impact on their retirement. Let’s explore some of the most common scenarios we discuss with clients and how to make the best decision for your future.
Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-221-housing-scenarios-you-might-face-in-retirement/
What we discuss on this episode:
0:23 – Tax planning in the final quarter of 2021
2:18 – Why Joel is doing a large Roth conversion this year
3:24 – Scenario 1: Considering downsizing to a smaller home
5:12 – Scenario 2: Pay off house if we have the money or not?
6:37 – Scenario 3: Best way to finance a second home
7:57 – Scenario 4: Moving out of state in retirement
9:13 – Scenario 5: Selling the home and begin renting
10:30 – Scenario 6: Moving into a CCRC in retirement