Owning rental properties can be a great way to diversify your income in retirement.

It's more or less "guaranteed" income that you can expect each month and isn't tied to the stock market like your typical investment portfolio. But let's be real, rental income can be far from passive!

In this video, Jake shares a brief synopsis of one of our clients who is considering selling her rental property. She happily rents her primary residence, so we weighed the idea of investing the proceeds into her investment portfolio to see if it would produce better results longterm.

0:06 Owning Rentals Can Be a Headache!
1:23 Overview of Jennifer's Financial Situation
2:49 Reviewing Schedule E (Form 1040) Tax Return
3:30 Deductions & Expenses
5:45 Reviewing Cashflow & Tax Impact
7:07 Impact on Jennifer's Retirement Projections
9:10 Telling Jennifer She Can Spend More & Retire Earlier
11:13 Mock Tax Return
11:44 Recap / Conclusion

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