Worksheet 8: Retirement Relocation Analysis
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Factors to Consider
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Current Location
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Location #1
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Location #2
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Cost/value of home
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Annual property tax bill
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Club fees or dues
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| Culture and entertainment |
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| Maintenance costs (estimated) |
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| Opportunities for social contact |
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| Proximity to family and friends |
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| Quality of medical facilities |
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| State/local income tax rates |
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| Utility costs |
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| Weather |
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| Other, describe |
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| Other, describe |
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| Other, describe |
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| Other, describe |
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