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Helping Diligent Advisors Ensure They're On The Right Planning Path

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Rental Property Issues

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.
Related Guides
Rental Property Tax Rules
Category: Non-Retirement Accounts & Assets

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
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