Maximizing Retirement Accounts and Exploring 3-2-1 Buydown Mortgages

Jessica and her husband are juggling two home sales and one home purchase within the next two to four years. How do they execute wisely while navigating a tight real estate market?

Zerai works two jobs that both offer a pension and retirement plan. Can he take advantage of everything at his disposal or must he make some tough choices?

Emily and her husband bought their home a year ago. But a national builder tempts them to sell and upgrade using a 3-2-1 buydown mortgage. Should they do it?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

TIMESTAMPS: Please visit the show notes at https://affordanything.com/episode515

Resources Mentioned:

https://www.irs.gov/retirement-plans/how-much-salary-can-you-defer-if-youre-eligible-for-more-than-one-retirement-plan

https://www.irs.gov/retirement-plans/irc-457b-deferred-compensation-plans

https://www.stackingbenjamins.com/start-2024-right-with-goals-jon-acuff-1459/

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