Selling & Downsizing Real Estate in Retirement - June 17th Case Study

In this webinar we'll explore how to use your home to help fund your retirement.

We'll show you how you can model a home sales on the platform, either to downsize or to become a retirement renter and walk through exactly how to use the platform to compare sell vs keep scenarios.

• 2.:26 - How to Use a Principal Residence to Fund Retirement
• 6:02 - Key Considerations when Downsizing
• 7:54 - Key Considerations when Selling and Renting
• 7:54 - Using Debt Tools to Access Real Estate Equity
• 14:57 - Case Study #1: Should We Sell, Keep or Downsize?
• 45:49 - How to Model Rental Properties on the Platform
• 49:21 - Case Study #2: Should We Sell One of Our Rentals?

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.