Many cost segregation study professionals will offer you a free quote on the cost of the cost seg study specific to your property as well as the potential tax savings.HOW LONG DOES A COST SEGREGATION STUDY TAKE?

That isn't written somewhere specifically that way, but your lender will ask why you would move your primary from (for example) a 2,000 SF SFR to a 750 SF unit in a four plex? 

Additionally, we have a decent amount invested in retirement accounts, which we plan to continue building over time.As part of the move, we’ll be purchasing a larger home.

Are you focusing on any specific industry withing CRI?

You have used home equity lines of credit to purchase investment rentals and want to know the best way to pay down the HELOCs.Between the two properties you bought, after expenses, you have $250 a month positive cashflow to use.What I like to do is pay down some principal every month with my positive cashflow.I use my extra active income from real estate commissions helping other investors to pay down the principal even more which just frees up that credit for me to use again.I know I can refinance the HELOC debt before it changes to principal and interest as it is just interest only payments as yours are.One difference is the cashflow, I have greater positive cashflow and could make the principal and interest payment in the future with the extra cashflow I already enjoy.I always get HELOCs on my income properties as well after purchasing them to pull out as much of my downpayment as possible.

LTR could get $3200-3400.3-just purchased in August a townhouse in Costa Mesa California 3 miles from the beach walking distance from the back bay great location.

These were not specifically related to owning rental properties but the clients' assets (including any owned property) was better protected due to having umbrella coverage.  

I also did a 1031 exchange from a different property that gave me a bunch of cash for one of these purchases. 

Can anyone recommend any sites, courses, videos, or books to purchase so I can prepare for the test?

Looking at purchasing small 3 BR 1 BA house.