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What Issues Should I Consider When Moving Out of State?

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Moving can be a whirlwind. In addition to the logistical challenges and the stress of relocation, this life transition can present a variety of financial issues that can significantly impact your financial plan. It’s important to identify and weigh options and strategies, pre- and post-move, in order to protect your financial well-being.


To help guide you through an interstate move, we've published this checklist. Many of the issues addressed in this checklist remain relevant months and even years after a transition. It covers key issues to consider during this important life event, including:


  • Cash flow issues
  • Establishing domicile
  • Tax considerations
  • Health care matters


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