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  2. Planning to downsize your home in retirement but scared of ...

    www.aol.com/finance/planning-downsize-home...

    The Section 121 exclusion, often called the home sale exclusion, is a provision in the U.S. tax code allowing homeowners to exclude a substantial portion of the capital gains from the sale of ...

  3. Homestead exemption - Wikipedia

    en.wikipedia.org/wiki/Homestead_exemption

    The remainder is taxed at the normal rate. A home valued at $150,000 would then be taxed on only $100,000 and a home valued at $75,000 would then be taxed on only $25,000. The exemption is generally intended to turn the property tax into a progressive tax. In some places, the exemption is paid for with a local or state (or equivalent unit ...

  4. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    The fiscal year 2014 budget called for returning the estate tax exclusion, the generation-skipping transfer tax and the gift-tax exemption to the 2009 level, $3.5 million, in 2018. [45] The exemption amounts set by the Tax Cuts and Jobs Act of 2017 , $11,180,000 for 2018 and $11,400,000 for 2019 again have a sunset and will expire 12/31/2025

  5. Homestead exemption in Florida - Wikipedia

    en.wikipedia.org/wiki/Homestead_exemption_in_Florida

    Florida property tax homestead exemption reduces the value of a home for assessment of property taxes by $50,000, so a home that was actually worth $100,000 would be taxed as though it was worth only $50,000. However, the second $25,000 of homestead coverage does not apply to the school portion of property taxes, and only applies to the third ...

  6. Tax exemption - Wikipedia

    en.wikipedia.org/wiki/Tax_exemption

    Tax exemption is the reduction or removal of a liability to make a compulsory payment that would otherwise be imposed by a ruling power upon persons, property, income, or transactions. Tax-exempt status may provide complete relief from taxes, reduced rates, or tax on only a portion of items.

  7. Capital gains tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Capital_gains_tax_in_the...

    The amount of this exclusion is not increased for home ownership beyond five years. [53] One is not able to deduct a loss on the sale of one's home. The exclusion is calculated in a pro-rata manner, based on the number of years used as a residence and the number of years the house is rented-out.

  8. 'It's just been very difficult': Mississippi widow deemed a ...

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    Commercial real estate has beaten the stock market for 25 years — but only the super rich could buy in. Here's how even ordinary investors can become the landlord of Walmart, Whole Foods or Kroger

  9. Taxpayer Relief Act of 1997 - Wikipedia

    en.wikipedia.org/wiki/Taxpayer_Relief_Act_of_1997

    This exemption applies to residences the taxpayer(s) lived in for at least two years over the last five. Taxpayers can only claim the exemption once every two years. [4] The $600,000 estate tax exemption was to increase gradually to $1 million by the year 2006.

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