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Ecology of Money

Relocating in Retirement? Examine the Full Tax Picture

Those who want to relocate in retirement need to consider more than just property and income taxes, says contributor John Wasik.

Weighing the potential tax savings of relocating in retirement is like considering a new diet: You have to examine all of the components before you make a decision. Some parts may seem appealing, while others, considerably less so.

There's a lot to vet on taxes in relocation. In previous Morningstar columns on this subject, I've discussed property- and income-tax related issues in relocation.