The Best Of Refining Retirement Podcast - Moving Preparations

from The Best of Refining Retirement · host Brad Ford

Dana and Brad discuss the expenses of moving as well as potential tax implications. Takeaways: - Moving is a fresh start and it’s important to have a plan for what you will do with the proceeds from selling your house to make sure they are protected. - Many people hide things, whether that be documents or money. It’s important to let at least one person you trust know where that stuff is in case of emergency. - Download our FREE helpful resource, “Are You Paying Too Much in Taxes in Retirement?” Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Our firm is not endorsed by or affiliated with any government agency.

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This episode is 26 minutes long.

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This episode was published on July 23, 2024.

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