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Kiplinger
Kiplinger
Business
Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Should You Relocate to a New State for Retirement? The Ultimate Checklist for Those With a Pension and $1 Million-Plus

(Image credit: Getty Images)

For retirees in what we call the 2% Club — those with both a pension and $1 million or more saved — the question is not can you move in retirement, it's should you?

At this level of financial security, the decision to relocate isn't just about chasing lower taxes. It's about optimizing income, preserving wealth and designing a lifestyle that truly feels like retirement. If you're weighing a move, here's the ultimate checklist to help guide your decision:

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