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Many factors affect how much money you will realize from the sale of your home, as well as how the proceeds will impact your future financial situation. Looking at tax issues before listing the home is preferable to receiving an unexpectedly large tax bill later.


Tax and estate planning can help you maximize sales proceeds and anticipate the consequences to future income. Your SRES® can help recommend legal, accounting and tax professionals to assist you.


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.

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