EPISODE · Aug 5, 2025 · 22 MIN
Should You Move States In Retirement? The Ultimate Checklist For Those With A Pension & $1 Million+
from Joe Knows Retirement · host Joe Schmitz Jr.
Should you stay or should you go? In this episode of Joe Know's Retirement, Joe provides a comprehensive breakdown of the costs and tax rates across different states to help you decide if you should move in retirement. He looks at different considerations including estate planning and tax planning, shares a case study, and breaks down the five most and least popular states to retire to. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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Should You Move States In Retirement? The Ultimate Checklist For Those With A Pension & $1 Million+
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