Real Estate and Your Retirement

Many people are looking for ways to increase theirsmaller home outright with no mortgage. It also
retirement income. For most of these individuals, theirmeans less physical upkeep by you, as well as less
homes are the greatest asset. A large section of themaintenance and repair costs in the future during
aging population has failed to plan effectively in orderretirement. Please keep in mind that there will be
to have sufficient savings at retirement. They nowselling, moving and new home renovation costs that
are looking to their real estate to supplement theirmust be deducted from the sale proceeds.
retirement income.Sell the Extra Real Estate. If you have a second
Real estate values are very unpredictable, especiallyhome or vacation real estate that will not be your
now with the decrease in the real estate bubble.retirement residence, you may wish to sell this extra
Prices are falling in some cities and flattening in others.real estate now, putting the sale proceeds into your
It will take some planning to get the most fromretirement savings. You can put the mortgage and
selling your real estate to supplement yourannual upkeep payments for this property into your
retirement.retirement savings, too.
Be Realistic. To plan effectively, you must be realisticReverse Mortgages. Though these products have
about the price you may get for your home. Realbeen around for some time, we are hearing a lot
estate is an up and down market, so you shouldabout them lately. Such mortgages give you 50
assume a traditional real estate market for valuatingpercent or more of your home's value with no
your home, with gains in value equal to the inflationmortgage payments, which are collected by the
rate. At retirement, you will have the samelender at your death or if you sell the real estate.
purchasing power you currently have. If gains in realBeware! Reverse mortgages should be used only as
estate values are better than the inflation rate, thena last-ditch effort at survival. The interest and fees
you will have more. Just don't count on it.added to your mortgage debt can be very costly. If
Get the Most from Your Real Estate. People used toyou must consider a reverse mortgage, here are a
work hard to pay off their mortgages for homesfew smart tips:o There are only a few reverse
they planned to raise their children in and retire. Sincemortgage products now on the market, but others
1989, the number of people 65 and older withare coming soon. So, wait two or three years to
mortgage debt has nearly tripled, adjusting forgarner more options and possibly better products.o
inflation. Making payments on real estate in retirementYou must be 62 to qualify for a reverse mortgage
years will deplete your savings and retirement incomeloan, but wait as long as possible to take such a loan.
faster than any other expenditure.The younger you are, the smaller the loan and higher
There are three reasons to pay off your real estatethe cost over time.o Check out all of the products
mortgage -- (1) decrease expenditures in youron the market and get independent financial
retirement years, (2) use the mortgage interest ratecounseling on the best one for you. They may look
that you will save to increase your retirementthe same upfront, but the number of years and the
savings, and (3) build more equity, in case you need itloan value differ greatly between products, as well as
as income on which to live later. Paying off yourthe costs over time.o Do not buy into the hype!
mortgage is a good thing to do, regardless of whatMortgage brokers receive a large commission on
the real estate market is doing.these products. If you feel you are being pushed in
Downsize Your Home. If you are living in a home thatthis direction, check out other lenders.o Plan ahead. If
is larger than what you need, do not hold on to it foryou move and sell your real estate, the lender
sentimental reasons. Selling the larger home for areceives all that is due on the reverse mortgage
smaller one can: (1) give you a smaller mortgagefrom the sale proceeds. This could actually leave you
payment than you currently have, or (2) purchase ain a worse financial state.