You can model relocating your home to a new state. This is the best option if you plan to purchase another primary residence. State tax modeling will update to your new state at the time of the relocation.

  1. On My Plan > Home & Real Estate, open the "Future changes to primary residence" section

  2. Select "Relocate" when asked what type of change that you would like to model

  3. Enter the age that "You" will be at the time of relocation

  4. Select the account to fund the sale proceeds or down payment

  5. Enter the state of your relocation

  6. Enter the Estimated Purchase Price of the new home in future dollars

  7. Enter the Mortgage Balance, or the amount you intend to borrow

  8. Enter the estimated Interest rate on your Mortgage

  9. Enter the estimated Term on your Mortgage

  10. Make sure to add a one-time expense in My Plan > Expenses for taxes you'll need to pay as a result of this sale

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