55+ Resources | Triangle Premier Properties Real Estate

Resources for Triangle Area 55+ Home Buyers & Sellers

Contact Margie for more information on the following topics!

What you Need to know When Buying or Selling a Home

Are you considering buying or selling a home in your golden years? I understand the unique needs and considerations of the 55+ community. Whether you're looking to downsize, find a home closer to family, or embrace a new lifestyle, I'm here to guide you every step of the way.

When it comes to buying or selling a home as a senior, there are specific factors to keep in mind. From accessibility and amenities to financial planning and lifestyle preferences, I know that your priorities are different. I have the experience and am dedicated to helping you navigate this important transition with ease and confidence.

Right Sizing

Right sizing and/or downsizing can be a significant decision for homeowners looking to transition to a more manageable or different living situation. Whether you're an empty nester, retiree, multi-generational buyer, the process of rightsizing involves carefully evaluating current living arrangements and making adjustments to better fit one's needs and preferences.

Accessible Communities

Accessible communities are designed to accommodate people of all abilities, ensuring that individuals with disabilities, seniors, and families with young children can navigate and participate fully in community life.

What the Heck is an HECM?

We will help you understand the many benefits to leverage the equity in your home for financial flexibility, to supplement retirement income, for in-home health care or to purchase another home.

Using an HECM for In-Home Healthcare or to Purchase Another Home

Estate Planning

It's essential to seek guidance from a financial advisor or tax professional to understand the specific rules and implications related to using retirement funds for real estate purchases. Additionally, discussing your retirement savings and income sources with a mortgage lender can provide clarity on how these assets may impact your ability to secure a mortgage for a real estate transaction.

Real Estate Inheritance, Trust & Tax Implications

It's important to consider the potential impact on both the trust and its beneficiaries. Real estate held within a trust can have estate tax and capital gains tax implications, and the structure of the trust can play a significant role in determining the tax treatment of inherited real estate.

How Does My 401K, IRA or Pension Affect the Real Estate Buying Process?

Real estate can be an attractive investment option within retirement accounts. Some retirement plans, such as self-directed IRAs, allow for investment in real estate properties, which can provide potential tax advantages and diversification within your retirement portfolio. It's important to consult with a financial advisor or tax professional to understand the specific rules and implications related to using retirement funds for real estate purchases. Additionally, discussing your retirement savings and income sources with a mortgage lender can provide clarity on how these assets may impact your ability to secure a mortgage for a real estate transaction.

Work With Margie

I'm here not just as an agent, but as a trusted resource. Let's work together to find your perfect home or showcase your property to the right buyers. Your satisfaction is my top priority, and I am dedicated to going above and beyond to meet your needs.

Let's Connect

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