Thinking about selling your home? Before you make the leap, it's important to understand the full financial and logistical picture. We've put together a comprehensive educational checklist to help you evaluate all the key factors that could impact your decision. This includes essential sale-related considerations, as well as cost basis issues that affect how your capital gains are calculated. Most importantly, the checklist highlights tax planning strategies that could save you money, such as qualifying for the home sale exclusion or managing depreciation recapture. 

Download the checklist here.

Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.

This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy or to be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment or tax decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML. Financial professionals do not provide specific tax/legal advice and the information presented at this  should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.