Essential Concepts: Downsizing in retirement can save money only if lower ongoing housing costs and released equity exceed selling, buying, moving, and accessibility expenses. Use the worksheet to compare actual costs and calculate when the move will break even.
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reduce housing costs in retirement
Downsizing in Retirement: A Must-Have Worksheet for Smarter Savings
Essential Concepts: Downsizing in retirement can save money only if lower ongoing housing costs and released equity exceed selling, buying, moving, and accessibility expenses. Use the worksheet to compare actual costs and calculate when the move will break even.

