Surgent's Where To Live in Retirement

Overview

Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years.

Objectives

• Understand all the relevant issues that need to be considered in deciding where to live in retirement

Highlights

• Does continuing to live at the current location meet retirement goals and lifestyle?
• Are there family concerns such as an elderly parent that prevent moving away from the current location?
• Is the current location affordable when income from a salary ceases?
• What health concerns are there that would limit the ability to move to another location?
• Is an assisted living facility something that should be considered now or in the future and is a suitable one available?
• What happens if a person is disabled while retired?
• Are there state and local tax considerations that would encourage staying in place or moving?
• Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location?
• Should a retiree downsize?

Designed For

Anyone considering all the issues regarding where to live in retirement

Prerequisites

None

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.