Episode 367 - Will I Pay Tax on the Sale of My Home?

About this episode

The episode discusses taxes on the sale of homes and rental properties, featuring insights on capital gains tax and retirement planning.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the often-confusing world of taxes on sale of home and how different tax rules apply when selling your home versus selling rental property investments. Joined by Director of Financial Planning and Tax Strategist Taylor Wolverton, the conversation breaks down capital gains tax explained in a simple and practical way so retirees and pre-retirees can better understand how home sale taxes may impact their financial future. Whether you are downsizing, relocating, or considering selling rental property as part of your retirement planning strategy, this episode highlights the importance of understanding real estate taxes before making a major financial move. Listen in to learn about home sale exclusion rules, depreciation recapture, capital improvements, and how Tax on home sale calculations can dramatically affect your retirement income and long-term financial security. Taylor explains how proper tax planning retirement strategies can help reduce unnecessary taxes and support your goals for retiring comfortably and helping to secure your retirement. If you are focused on financial planning for retirement…

People in this episode

Hosts: Radon Stancil, Murs Tariq

Guest: Taylor Wolverton

Topics covered

• home sale taxes
• capital gains tax
• retirement planning
• real estate decisions
• tax strategies

Keywords

• home sale exclusion
• capital gains tax
• depreciation recapture
• retirement income
• financial planning

Mentioned in this episode

Organizations: IRS

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