Taxes & Home Sales in Retirement
Clip 3 Title: Taxes & Home Sales in Retirement - schedule for 7/29 (W)
Selling a house or investment property in retirement involves more than just finding a buyer—it requires a smart tax strategy. In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig, CPA Lance Larsen, and co-host Kim discuss the tax implications of selling primary residences and real estate investments. From navigating the primary residence capital gains exclusion ($250k single / $500k married) and tracking home improvement basis to utilizing 1031 exchanges and step-up in basis, they share…
The skinny
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