What to Know Before Relocating in Retirement

2025-06-19

With Marc traveling this week, Marion and Christian are driving the ship for this week’s episode. As we officially enter the summer season next week, most of our “snowbird” clients are heading back to Massachusetts after spending the winter months down south. But that brings up a big question that most of our clients have – how do you handle changing your residence once in retirement, especially if you own two homes in two different states? Listen along as Christian and Marion discuss differences in state income tax, insuran...

With Marc traveling this week, Marion and Christian are driving the ship for this week’s episode.

As we officially enter the summer season next week, most of our “snowbird” clients are heading back to Massachusetts after spending the winter months down south.

But that brings up a big question that most of our clients have – how do you handle changing your residence once in retirement, especially if you own two homes in two different states?

Listen along as Christian and Marion discuss differences in state income tax, insurance differences, and some of the most common ways that clients claim domicile in somewhere like Florida during retirement.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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