Rent or Buy?

QUESTION: I'm 62 years old and still working. I used $80,000 left to me by my mother to pay off my car and my home. My home is worth about $250,000 and I'm planning to sell it because it's just too big. Should I rent or buy? If I buy, should I pay cash or get a mortgage? I have about $50,000 in savings and $35,000 in IRAs and that's it.

ANSWER: Hands-down -- own! You get to realize any appreciation in the property and you avoid rent increases, although property tax increases can be just as burdensome.

With mortgage rates at their lowest level in close to 40 years, I don't think you have to tie up all your wealth in real estate by paying cash for your new home. Assuming you can use the mortgage interest deduction on your taxes, you should be able to conservatively invest the proceeds from the sale of your current home so they earn an after-tax return higher than the after-tax cost of debt on your new mortgage. You can improve your odds of that happening by using a 15-year fixed-rate mortgage, or a 5/1 adjustable-rate mortgage.

You didn't state when you plan to retire, but you're no doubt close enough that you shouldn't be taking a lot of risk in your portfolio. Keep three months to six months worth of living expenses in an investment that you can easily access in a fiscal emergency. Don't ignore the need for growth in your investments, but try to avoid taking unnecessary risks to achieve that growth.

Now is a great time to work with a financial planner to discuss your portfolio and your plans in retirement. I think you should use a fee-based financial planner, and have the planner focus on your financial goals in retirement and the most conservative method that you can expect to meet those goals in retirement. Interview several. Make sure that you understand both how they're being compensated for providing advice and how their recommendations will help you reach your financial goals. The National Association of Personal Financial Advisors has consumer-oriented publications that can help you chose a financial adviser.
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Source: Money & Work

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