All Forum Posts by: Geoff Shaw

@Dave Foster thank you for the great info!

My wife and I are debating selling our primary residence and down sizing into our rental property. If we use the capital gain exclusion on selling our primary residence, ($150k gain currently) are we able to utilize that tax exclusion again in the future if we live in the rental for 2 years and have owned it for more than 5 years?

@Michael Metzger thanks for the advice! I would have to go independent on the advising which is fine. I find myself looking at real estate more than the stock market so that’s why I’m considering changing.

Hi everyone! I am a licensed financial advisor but am considering becoming a mortgage loan officer. Has anyone made this transition before or been able to keep both licenses simultaneously???

Thank you in advance for help!