Finances

Clarifying the Financial Picture

 

Need assistance with sorting out the complex decisions and figuring out what role your real estate investment plays in your overall financial picture? Those considerations include taxes, retirement savings withdrawal schedules, long-term care needs, inheritance issues and others.

SRES® Designees Have Financial Expertise for Seniors

 

SRES® designees understand managing capital gains and the tax implications of owning real estate. They can provide information that addresses a host of issues, such as the uses of pensions, 401K accounts, and IRAs in real estate transactions, and how Medicare, Medicaid, and Social Security affect real estate decisions for senior citizens. Are you or a loved one ready to talk real estate?

 

Get the specialized attention you deserve.

Appelez-moi dès maintenant
 514-962-9620

  • Facebook Social Icon
  • LinkedIn Social Icon

© 2017 by Maria Moukas - SRES® |  Developed by DAgraphiste.com.
Tous droits réservés - Toute reproduction intégrale ou partielle de ce document sans autorisation écrite est strictement interdite.  | All rights reserved. Reproduction in whole or in part without written permission is prohibited.