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Clarifying the Financial Picture

Need assistance with sorting out the complex decisions and figuring out what role your real estate investment plays in your overall financial picture? Those considerations include taxes, retirement savings withdrawal schedules, long-term care needs, inheritance issues and others.

SRES® Designees Have Financial Expertise for Seniors

SRES® designees understand managing capital gains and the tax implications of owning real estate. They can provide information that addresses a host of issues, such as the uses of pensions, 401K accounts, and IRAs in real estate transactions, and how Medicare, Medicaid, and Social Security affect real estate decisions for senior citizens. Are you or a loved one ready to talk real estate?

Or, just call Joe Peters at 908-238-0118 to discuss your questions and needs.  He can refer you to many local resources that can assist you as well.

Content taken from SRES headquarters. All rights reserved. © Resources for buyers and sellers over 50. (n.d.). Retrieved January 21, 2016, from http://sres.org/