TITLE

HOME SWEET HOME: TIMING THE ONE-TIME TAX EXCLUSION

AUTHOR(S)
Saltzman, Cynthia; Tacchino, Kenn
PUB. DATE
April 1994
SOURCE
Journal of Financial Planning;Apr94, Vol. 7 Issue 2, p81
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article examines the planning considerations involved when a person is selling his or her home at retirement. Eligibility requirements a client must meet in order to qualify for the one-time exclusion on the gain from the sale of a home and an analysis of the proper timing for making this election are discussed. Break-even tables allow planners to better advise their clients whether the election should be made at the first available opportunity or whether it should be saved for a second, more lucrative opportunity.
ACCESSION #
5558210

 

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