We will discuss how to:

 

• Compare potential retirement outcomes with and without executing a relocation.

• Take advantage of the red hot real estate market in Silicon Valley.

• Understand economic indicators that may affect local real estate prices.

• Calculate the true (after‐tax) value of your current home equity.

• Transfer your property tax basis to a new location.

• Integrate techniques for Social Security and Medicare filing to further enhance a relocation retirement plan.

• Successfully navigate the “Sell‐a‐home / Buy‐a‐home” process seamlessly.

• Discover new areas in California and beyond as alternatives to Bay Area traffic, population, congestion, and rising crime rates.

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No cost or obligation – this is not an annuity seminar or investment presentation.

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