Purchase Your Dream Home…

H4P Home Buyer’s Guide

Patricia Esswein – Kiplinger: HECM for Purchase

Downsizing For Dollars with a HECM Loan – Example

Downsizing/Rightsizing with Jump Loan – Example

Using Your House for Income in Retirement, Center for Retirement Research, Boston College

Steps to Purchase a Home Using the HECM for Purchase Program

About Mary Jo

Instructions to Download H4P App

Borrower Worksheet

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Combining 121 and 1031 to Defer Cap Gain Tax on Primary Residence

• Concise Overview of Combining 1031 Exchange and 121 Exclusion
• Converting a Principal Residence to Minimize Taxes
• DST Example
• 1031 via Home Office