Phil’s Tax Hacks

Ep 130: Common Housing Questions from Retirees

April 14, 2022

Let’s talk about the house today! We are going to explore some common retiree questions we get about housing. Should you downsize? Should you use equity as an emergency fund? Find out on today's show.

 

TIMESTAMPS: 

0:44 – Do we get questions about housing?

1:41 – Should you pay off the house?

4:49 – Should you downsize?

8:17 – Should you pull out equity?

11:10 – Signing the house over to the kids

13:42 – Is a reverse mortgage a good idea?

 

ADDITIONAL INFORMATION: https://philstaxhacks.com/