WLREA Webinar: Refinancing & Tax | Saving Strategies (1031 Exchange, Section 121, Step Up Basis)

Описание: Wilson Leung Real Estate Associates partners with US Bank and Unisource Financial to host a value-packed session regarding refinancing and taxes.
Refinancing
[4:45]: Current Mortgage Rates] Conforming loans vs jumbo loan.
[6:05]: Refinancing Options: Cash-out refinance, cash-in refinance, lower rates
[8:00]: Refinancing Options: Change loan structure, change loan duration, remove mortgage insurance requirement, reverse mortgage
[10:40]: Requesting A Quote: Loan to value ratio, credit score, loan amount, property type, occupancy of the property, lien, transaction type
[17:02]: Closing Costs: Lender fees, appraisal, escrow & title fees
[22:11]: Home Equity Line Of Credit & Cash-Out Refinance
[29:00]: How Does the Federal Reserve Affect Mortgage Rates
[31:05]: Mortgage Payment Moratorium
[32:09]: Refinancing Q&A

Taxes
[35:30]: Know Your 3 D's: Defer, Deduct, Divide
[40:09] Mortgage Interest, Points & PMI, Property Taxes
[46:32]: Penalty-Free IRA Payouts, Tax-Free Roth IRA Payouts, Energy Credits
[50:53]: Avoiding Taxes When Selling A Home (Short term/long term capital gain)
[53:13]: Section 121 - $250k Exclusion
[55:20]: Combining 1031 Exchange and $250k Exclusion
[57:05] Cares Act
[59:30]: Capital Improvements
[1:02:00]: Understanding Step-Up Basis
[1:04:11]: Taxes Q&A
[1:15:45]: Upcoming Webinars

We hope you find this information valuable! If you have any questions, please don't hesitate to reach out.

[email protected]
650.852.1400

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Wilson Leung Real Estate Associates' mission is to help families build wealth through real estate. We do this by providing unrivaled expertise, dedication to educating our clients, and an unparalleled level of customer service that surpasses our clients’ expectations.

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