{"id":862,"date":"2026-07-27T17:00:00","date_gmt":"2026-07-27T21:00:00","guid":{"rendered":"https:\/\/crookncovenant.com\/page-home\/?p=862"},"modified":"2026-07-27T17:00:00","modified_gmt":"2026-07-27T21:00:00","slug":"boomers-4-things-not-to-sell","status":"publish","type":"post","link":"https:\/\/crookncovenant.com\/page-home\/boomers-4-things-not-to-sell\/","title":{"rendered":"Boomers: 4 Things Not to Sell"},"content":{"rendered":"<div class=\"video-zmyer\">\n<div class=\"video-frame-zmyer\">\n        <iframe width=\"640\" height=\"640\"\n                src=\"https:\/\/www.roomvu.com\/agent\/embed\/chipper\/boomers-never-sell-remotion-videos-03dd\"\n                frameborder=\"0\"\n                allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\"\n                allowfullscreen><br \/>\n        <\/iframe>\n    <\/div>\n<div class=\"video-description-zmyer\">\n<p>For retirees, experts said quick sales can backfire. Some assets may deliver more long-term value by preserving tax benefits, family support, or future flexibility.<br \/>\nExperts cautioned against selling appreciated investments in taxable accounts. Heirs may get a stepped-up basis, and direct charitable gifts can avoid taxes on gains.<br \/>\nSelling life insurance can shift benefits away from heirs and may affect need-based aid, so experts urged reviewing cash value or conversion options.<br \/>\nExperts said home equity needs may call for other credit options, because reverse mortgages stay debt, grow over time, and do not remove upkeep costs.<br \/>\nFor heirlooms and other sentimental items, experts favored gifting over selling, helping families reduce clutter while keeping traditions and meaningful memories alive.<\/p>\n<\/p><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>For retirees, experts said quick sales can backfire. Some assets may deliver more long-term value by preserving tax benefits, family support, or future flexibility. Experts cautioned against selling appreciated investments in taxable accounts. Heirs may get a stepped-up basis, and direct charitable gifts can avoid taxes on gains. Selling life insurance can shift benefits away [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":863,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-862","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"For retirees, experts said quick sales can backfire. Some assets may deliver more long-term value by preserving tax benefits, family support, or future flexibility. Experts cautioned against selling appreciated investments in taxable accounts. Heirs may get a stepped-up basis, and direct charitable gifts can avoid taxes on gains. 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