Housing Scenarios You Might Face in Retirement

<p>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.  </p> <p> </p> <p><strong>Read more and get additional financial resources here:</strong> <a href= "https://johnsonbrunetti.com/podcast-episode-221-housing-scenarios-you-might-face-in-retirement/"> https://johnsonbrunetti.com/podcast-episode-221-housing-scenarios-you-might-face-in-retirement/</a> </p> <p> </p> <p><strong>What we discuss on this episode: </strong></p> <p><strong>0:23</strong> – Tax planning in the final quarter of 2021</p> <p><strong>2:18</strong> – Why Joel is doing a large Roth conversion this year</p> <p><strong>3:24</strong> – Scenario 1: Considering downsizing to a smaller home</p> <p><strong>5:12</strong> – Scenario 2: Pay off house if we have the money or not?</p> <p><strong>6:37</strong> – Scenario 3: Best way to finance a second home</p> <p><strong>7:57</strong> – Scenario 4: Moving out of state in retirement</p> <p><strong>9:13</strong> – Scenario 5: Selling the home and begin renting</p> <p><strong>10:30</strong> – Scenario 6: Moving into a CCRC in retirement</p>