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Relocating in Retirement
October 6 2021 @ 1:00 pm – 2:00 pm CDT
Choosing where to live in retirement is a financial decision as well as an emotional one. Some people may want to move to a warmer climate or downsize to a condo in a maintenance-free community. The decision can have a dramatic effect on your relationships, hobbies, and many other aspects of your life.
Whatever possibilities you’re considering, it’s a major decision that requires planning, research, and weighing the pros and cons of each option.
- How to avoid common mistakes people make when relocating in retirement
- What to think about when selling, purchasing, and financing a home
- How the new property will fit into your balance sheet and estate plan
- How your tax picture might change and how to make the most of your tax situation
This event has passed.