5 Things You MUST Know Before Moving to Another State in Retirement
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
If you're thinking about moving to another state in retirement, there are 5 major things you need to consider before making the decision. Many retirees focus only on taxes, but that's just one piece of the puzzle. Your quality of life, proximity to family, Roth conversion strategy, and estate planning can all dramatically impact your retirement. Joe breaks down the same checklist we walk through with our clients who are considering relocating in retirement. If you have a pension and $1M+ saved, these decisions become even more important because your taxes, income strategy, and legacy planning can change significantly depending on where you live.
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