Tax Strategey On Selling House To Niece

I have a house that I bought for $75,000 about 15 years ago. It is worth about 325,000 today. I do not live in it. I rent it. I have not lived in it for over 10 years. I want to sell it to my niece but I want to pay the least amount of taxes. Any suggesstions?

Someone told me if I did a warranty deed to her and I was the mortgage holder that there would be some tax savings. True? If she paid me 75,000 as a down payment woould that be free from taxes and then I would only pay taxes on the monthly payments or do I have to pay taxes on the whole thing up front if I was the mortgage holder?

Comments(8)

  • boobadger1st April, 2005

    Thank you blueford.

    You wrote " You could possibly structure a loan so that the amount of gain recognized each year keeps you in the lower tax brackets."

    What type of loan would that be?

    What if the loan was an interest only loan? After the downpayment would there be any tax consequences for me?

    Also, can any part of the house be gifted?


    Thank you for your ideas

  • cjmazur1st April, 2005

    I was just going to post about how you can gift portions.

  • boobadger1st April, 2005

    Please do cjmazur


    Thank you

  • cjmazur30th March, 2005

    have you found this to be worth all the fees?

  • landpimp200031st March, 2005

    cjmazur do you mean the fees from Equity Trust or the fees from commissions on the lots? The fees with Equity Trust seem reasonable enough. Since I’m a broker I always write the offer to purchase to exclude a commission to me after a price is agreed upon so I’m only paying 4-5%.

  • happyhome31st March, 2005

    Look into Guidant Financial. Their model provides you with checkbook control of your funds.

    www.guidantfinancial.com

  • ray_higdon2nd April, 2005

    I believe that company is Entrust
    [addsig]

  • norrist4th April, 2005

    I am still pretty happy with Equity Trust. If you are having problems call one of the Desichs. I am sure they will correct it. Good folks, IMHO...

    Tim[ Edited by norrist on Date 04/04/2005 ]

Add Comment

Login To Comment