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Assets and Investment Planning

What Issues Should I Consider When Owning A Rental Property?

Many people like rental income because it seems passive and simple, until it isn’t so passive … or simple!

Using this checklist, you will help clients understand the challenges and nuances that exist with owning a rental property. Whether it’s landlord responsibilities and managing risk, or investment and tax/estate concerns, you will be prepared to lead a thoughtful discussion on this complex topic.

This checklist covers some key issues a client must consider when owning a rental property, such as:

  • The extent of responsibilities a landlord may be subject to.
  • The increased and varied risks of owning a rental property.
  • The multitude of tax factors that come into play when owning a rental property.
  • The impact owning a rental property may have on their estate.
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What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?
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What Issues Should I Consider When Buying A Home?
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Should I Consider Refinancing My Mortgage?
Category: General, Assets and Investment Planning
What Issues Should I Consider When Moving Out Of State?
Category: Assets and Investment Planning, Life Events
Should I Pay Off My Mortgage?
Category: General, Assets and Investment Planning
Is My Rental Property Tax Deductible?
Category: Retirement / Decumulation, Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Using A Reverse Mortgage?
Category: General, Assets and Investment Planning

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
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