For Your Benefit

Relocating and Downsizing in Retirement

Host Bob Leins, CPA® welcomes Herb Casey, Federal Retirement Specialist.

February 13, 2024 10:49 am

< a min read

February 19, 2024 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Federal Retirement Specialist.

In retirement, some will decide to relocate to a different location or residence. Maybe you want to live in a warmer climate or move closer to family. Herb will discuss the main considerations and resources available in making this decision.

And if you plan to relocate, it’s important to manage the possessions you have collected over the years. How do you determine what to keep? Understanding the reasons why it may be necessary to downsize possessions and the steps necessary in the process will be discussed.

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com