Welcome to Idaho!

Moving to a new state can present many challenges. Finding a new job, correctly timing the sale of your old home with the purchase of your new home, enrolling in a new health insurance plan, adjusting your retirement withdrawals, adapting to a new income tax structure, and figuring out how to pay for it all. Working with a local financial planner can help relieve the stress and uncertainty when planning an interstate move. 

How we can help new Idaho residents:

Planning your move

  • Evaluating mortgages, retirement account loans, and IRA withdrawals as methods for financing your new home
  • Coordinating the sale of your existing home with the purchase of your new home
  • Evaluating career changes and job offers

Local insight

  • Access to a local financial planner
  • Located within driving distance of Nampa, Caldwell, Boise, Eagle, Meridian, and Kuna
  • Referrals to local professionals
  • Familiarity with Idaho’s health insurance programs and small business considerations

Familiarity with Idaho's taxes

  • Income tax planning
  • Comparing Idaho’s income tax to other states
  • Property tax planning and utilizing Idaho’s primary residence exemption
  • Education savings tax benefits 
  • Social Security tax benefits 

Want to work with us?

(208) 249-9255

HUNGRY FOR MORE?

SIGN UP TO RECEIVE MONTHLY RETIREMENT TIPS EMAILS STRAIGHT TO YOUR INBOX. 

We hate SPAM. We will not share your information with anyone else.  

© 2018 Retire Sensibly LLC. All Rights Reserved.     |     Privacy Policy & Disclaimer     |     ADV Disclosures 

Want to work with us?

© 2018 Retire Sensibly LLC. All Rights Reserved.
Privacy Policy & Disclaimer | ADV Disclosures