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Using Your Home As Part of Your Retirement Plan

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Education & Training with Zolo

According to the Bureau of Labor Statistics (BLS), the average retirement age for Americans varies depending on several factors such as gender, education level, and occupation. However, as of 2021, the average retirement age for all workers in the United States is 62 years old.

It's worth noting that many Americans continue to work past 62, either because they choose to or need to. In fact, the BLS projects that by 2028, nearly a quarter of the workforce will be over the age of 55. Additionally, some Americans choose to retire earlier or later than the average age based on their personal financial circumstances and retirement goals.

For Americans looking to top up their retirement savings, one option is to consider how to use their home as part of their retirement strategy.

While I go into the pros and cons of using your home as a de facto retirement plan in my book, House Poor No More: 9 Steps that Grow the Value of Your Home and Net Worth (USA Version)winner of the Excellence in Financial Journalism 2022 Book Award— here are five ways your home can be used as part of your retirement plan: 

Utilize a Reverse Mortgage

A reverse mortgage is a loan that allows you to convert part of the equity in your home into cash without selling the property or making monthly payments. The loan is repaid when the borrower passes away or sells the property. Reverse mortgages are only available to homeowners who are 62 years of age or older.

Downsize Your Home

Downsizing is a popular option for many retirees. By selling your current home and purchasing a smaller, less expensive property, you can free up equity that can be used to supplement your retirement income.

Rent Out a Room or Space

If you have extra space in your home, you could consider renting out a room or space to generate extra income. This can be done through platforms like Airbnb or by finding a long-term tenant.

Take Out a Home Equity Loan

A home equity loan allows you to borrow against the equity in your home. This can be a good option if you have a significant amount of equity built up, but be aware that it will increase your debt load.

Use Your Home as a Source of Savings

By paying off your mortgage before you retire, you can reduce your living expenses and free up cash flow for other expenses.

Bottom Line

It's important to note that each of these strategies comes with its own risks and benefits, and you should speak with a financial advisor to determine which approach is best for your circumstances. Additionally, you should be aware of any strategy's tax implications.

Comments(5)

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Ed Silva, 203-206-0754
Mapleridge Realty, CT 203-206-0754 - Waterbury, CT
Associate Real Estate Broker

It's no question that if a couple can reach into their golden years, at any age, their greatest asset is their house and if it has no mortgage, it is a cash cow.

Apr 04, 2023 05:12 AM
Romana King
Zolo - Vancouver, BC
Real estate and personal finance expert

Absolutely! Couldn't agree more, Ed. Unfortunately, this means that some have assumed a home is a defacto retirement plan — it's not, but owning a home (particularly mortgage-free) certainly offers many more options in our golden years. Thanks for reaching out. 

Apr 04, 2023 06:07 AM
GilbertRealtor BillSalvatore
Arizona Elite Properties - Chandler, AZ
Realtor - 602-999-0952 / em: golfArizona@cox.net

Hi,

Welcome to the Rain. Enjoyed your blog page, and I added you as a friend. I would love the follow back. Bill

Apr 04, 2023 06:19 AM
Romana King

Thanks, Bill! Just added :)

Apr 04, 2023 06:26 AM
Joe Jackson
Keller Williams Capital Partners Realty - Columbus, OH
Clintonville and Central Ohio Real Estate Expert

This is an excellent post with great information. Thanks for sharing it.

Have a super fantastic week!
Joe Jackson, Realtor-KWCP

Apr 04, 2023 06:50 AM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Romana, it is nice when you pay that last house payment, and can live easier.   Even though there is insurance and property taxes, still less than it was.  Great post, and welcome to ActiveRain.

Apr 04, 2023 07:43 AM