Real estate can be an excellent investment, providing consistent income and tax benefits for retirement. But let’s talk about the catch.

In this episode, John Iannucci discusses the challenges and implications of owning rental real estate for retirement. He highlights the burdens of managing rental properties, such as tenant calls and repair expenses, and the diminishing tax benefits over time. As clients age, the demands become overwhelming, but selling the properties can trigger significant tax consequences. 

But remember, there’s no one-size-fits-all investment. We’ll dive into the realities of managing properties and handling financial challenges.

John discusses: 

• Tax management strategies to mitigate impacts
  
• The need to consider outstanding liabilities 
  
• How you can effectively break down sales proceeds 
  
• The importance of understanding the impact on adjusted gross income
  
• And more
  

Connect with John: 

• LinkedIn: John Iannucci
  
• Iannucci Law
  
• ILG Private Wealth