Whether you're moving across town or across the country, relocating is a big event. At times it could seem overwhelming, but we can help you stay on top of all the details to consider. Use this checklist as a tool to get started.
If you're moving to a different state, discuss the following with your tax professional, if appropriate:
No matter where you relocate, Edward Jones is here to help. Contact your financial advisor today for additional insights and helpful tools to make sure you remain on track toward your financial goals.
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.