Why Work With a Senior Real Estate Specialist (SRES)
As a Senior Real Estate Specialist (SRES),
I understand the unique financial, emotional, and practical needs of homeowners age 55+. Whether you’re looking to downsize, move closer to family, transition into a senior community, or free up equity for retirement, I’ll walk you through every step.
Why Work With a Senior Real Estate Specialist (SRES)
As a Senior Real Estate Specialist (SRES),
I understand the unique financial, emotional, and practical needs of homeowners age 55+. Whether you’re looking to downsize, move closer to family, transition into a senior community, or free up equity for retirement, I’ll walk you through every step.
Protecting Your Equity – Senior Tax Advantages
$250K / $500K Capital Gains Exclusion
Sell your home tax-free up to these amounts if you’ve lived there 2 of the last 5 years.
0% Capital Gains for Seniors (Income-Based)
Many seniors qualify for reduced or no federal long-term capital gains.
Step-Up in Basis for Heirs
Preserve legacy wealth for your family.
1031 Exchange Options (for rentals)
Defer taxes and create passive income.
