Boomer Homeownership and Retirement

August 20, 2025

With the youngest baby boomers turning 60 in 2024, a survey from mortgage agency Freddie Mac looked at the relationship of boomer homeownership to retirement and aging. Here are some of the findings. All percentages apply to baby boomers (born 1946 to 1964), who hold about half the nation's home equity, amounting to more than $17 trillion.

Infographic: A couple sits on steps with statistics about homeowners and retirement plans.

All Securities Through Money Concepts Capital Corp., Member FINRA / SIPC

11440 North Jog Road, Palm Beach Gardens, FL 33418 Phone: 561.472.2000

Copyright 2010 Money Concepts International Inc.

Investments are not FDIC or NCUA Insured

May Lose Value - No Bank or Credit Union Guarantee

This communication is strictly intended for individuals residing in the state(s) of MI. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Advisor Solutions Copyright 2020.

Man at desk in a modern office, gazing thoughtfully out the window, laptop in front of him.
By TFC Team October 21, 2025
It is important to review your beneficiary forms. Even if your family situation remains the same, making sure your designations reflect your current wishes is good.
Man and woman looking at a laptop together, woman wearing red and man blue, in front of a bright window.
By TFC Team October 21, 2025
Learn about different deductions that can help you with your taxes. We recommend reviewing your tax strategy towards to end of each year to find opportunities.
Three generations of women smiling and planting.
By TFC Team October 21, 2025
What is the "sandwich generation" and how to navagate it. We highlight five key impacts to help you while caring for children and aging adults in your life.
People holding coins, gift boxes, and a heart, promoting charity or support.
By TFC Team October 21, 2025
We show the numbers of charitable giving in billions compared to inflation from 2015 through 2024. How will tax treatments of charitable contributions effect giving?
Show More