Next Workshop: TBD - to request this workshop, click here.
It’s time to get out of dodge! With the current escalation in home prices, recent increases in mortgage rates by fed, and the 2018 Tax Reform, experts predict an adverse impact on our local housing market. Now is the time to consider cashing in your equity and investing in a more suitable property that fits your current lifestyle
- Downsizing - does it make sense for you?
- What is the state of the Bay Area's Real Estate market? Where do we thinking it's heading?
- Should you consider selling now? Is this an optimum time?
- Where to move to? Which areas can you consider relocating to when downsizing?
- The impact of the 2017 Tax Reforms on real estate
- Tax Basis - Prop 60 & 90 - How can you keep with property tax basis if you move
- Capital Gains - How much of your gain is tax exempt if you were to sell now?
- How to purchase your future home - Cash, 30 year fixed rates, IRA retirement account or reverse mortgage - find out the pros & cons of each