Retiring in another state can change your housing costs, your budget and your taxes, so it belongs in your retirement plan.
In PortfolioPilot, add the Move to a different state life event with its cost and age, and adjust your budget for the new place. The planner does not model state income tax differences, so it will not show a tax saving from moving. Free.
An illustrative move. Switch tabs.
PortfolioPilot retiring in another state demo. An illustrative move. Switch tabs.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Open Plan, then Retirement planning. Enter your ages, monthly budget and Social Security, or keep the defaults.
In Life events, choose Move to a different state.
Change the monthly budget for the new place and compare.
The parts the planner can model.
A one-off cost at the age you plan to move.
Spending can go up or down in the new place.
Add a down payment or a property purchase as life events.
State tax differences are not modeled; ask a tax advisor.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
No. Taxes use your country and filing status.
Add the Move to a different state life event. Read more in the Help Center →
Yes, save the move as a what-if scenario.
Yes. Life events are in the Free plan.
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