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Model a transition to a continuing care retirement community
Model a transition to a continuing care retirement community
Nancy Gates avatar
Written by Nancy Gates
Updated over a month ago

The easiest way to model a CCRC is to use the “Future change to primary residence” and select “Sell and Rent.”

If you have a buy in, you can add that as a disbursement and if a portion of the buy in is deductible, you may want to model the buy in in two portions - one deductible and the other non-deductible.

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