Are you ready for a simpler living arrangement that frees up your time for the things that matter most? Are you overwhelmed with home maintenance and cost of repairs? Or do you have retirement dreams that you’re ready to turn into reality?
Making a move is a big step, but with an experienced personal guide to walk you through the process, your dreams maybe closer to reality than you think. Read below for common concerns of long-term homeowners.
Owners who have been in their homes for a long time often are concerned with capital gains taxes as well as property tax transfer.
Watch the video below discussing the important personal variables that work into the capital gains tax calculation. If you’d like to discuss options to defer your capital gains tax, reach out to Theresa for a custom consultation