Tag: property taxes

House model on wood table

But the step-up in basis at death for income taxation acts as a disincentive. As you know, I’m convinced that many of today’s workers are at risk of having insufficient resources in retirement.  The reason for this gloomy picture is a rapidly changing retirement landscape defined by a rising Social Security retirement age, a shar…

Stacking gold coins with growing interest value put in a wooden home model and bar and arrow graph

Extensive education, easy application process, and a reasonable interest rate are the keys to success. I am a great fan of thinking about the house as a retirement asset and about ways that people can access the equity in their home to support themselves in retirement.  The conventional approaches involve downsizing to a cheaper home,…