Retirement and Estate Planning Strategies

Retirement and estate planning are typically closely related. A thoughtfully designed plan can give you the lifestyle you want. The right transaction can include future flexibility so you can rest easy knowing you’re covered no matter what happens or how your goals change. If you have heirs, you can take some easy steps to make sure you pass your hard-earned equity along to your loved ones.

Tip
When planning your retirement, seek answers to important questions: How much cash flow do you need to fund your lifestyle? What possible tax consequences do you face? How can you strike a balance between living the life you want and leaving something for your heirs?

Impacts

Retirement and estate planning can be tricky:

  • Substantial tax consequences

  • Fear about having enough money to fund your lifestyle

  • Fear of developing physical or mental health issues

  • Forced to cut back or cut out necessary expenses

  • Insufficient time to think and prepare

  • Heightened concerns of a market downturn or unfavorable change in tax law

Savvy strategies to consider

If you are planning for retirement or your estate, and you own a property with equity, you have excellent options. Our Offer Types make choosing between options easy, so you get a head-start on a customized offer that delivers everything you want.

Easy Sale. The fastest, simplest path to cash. Ideal if you want to sell 100% of your equity up front.

Learn more

Installment Sale. Get better pricing, upfront cash, and a steady income while deferring taxes. A good option if you want cash to fund your lifestyle but want to skip the tax bill, or if you don’t have a plan for sale proceeds.

Learn more

Ground or Master Lease. Get cash, retain ownership, and earn passive income to fund your lifestyle. A smart choice if you want passive income with zero headaches, or if you don’t want to deal with a needed improvement project.

Learn more

Sale Leaseback. Lock in today’s prices and use the property as long as you want. Works well if you want to cash in, stay in your property, and keep your lifestyle.

Learn more
Have a question or want to discuss options with an expert?  
Tip
When weighing your options, consider how much cash you need to fund your lifestyle, potential tax consequences, and the kind of flexibility you might want in the future if your circumstances change.
  • We make custom offers that help owners solve puzzles and achieve goals. Request yours today to see what's possible. It's fast, easy, and commitment-free.

Explore common goals for others like you:

Don't see anything you like?
Check out our Offer Type Finder for more options.

Ready to see what’s actually possible?

We're making more custom offers than ever — it’s your turn. Request a free custom offer. It’s fast, easy, and commitment-free.

Achieve money goals • Make smart tax moves • Design your future • Solve problems + puzzles