Free Retirement Guide
The PA vs NY
Retirement Decision Guide
15 retirement scenarios. A complete tax comparison. The domicile audit checklist. And the hidden costs nobody warns you about. Everything you need to decide where to retire.
15
Retirement scenarios
with a winner for each
11
Tax categories
compared side by side
10
Domicile audit steps
to protect your move
What's inside the guide
This is the research that doesn't fit in a single video. If you're comparing Pennsylvania and New York for retirement, this guide gives you the complete picture.
15 Retirement Scenarios
From Long Island downsizers to public pension retirees to snowbirds. Find your exact profile and see which state wins.
The Complete Tax Comparison Table
Income tax, property tax, inheritance tax, estate tax, transfer tax, and sales tax. Every number, side by side.
Property Tax Relief Programs
NY's Enhanced STAR and Senior Citizen Exemption vs. PA's $1,000 rebate. This comparison surprises most people.
Healthcare and Long-Term Care Costs
The $35,000/year nursing home gap. Hospital access in both states. And the NY Medicaid changes disrupting care planning.
The Domicile Audit Survival Checklist
10 steps to cleanly break NY residency. What auditors check, how they track you, and how to protect yourself.
15 Myths vs. Reality
The assumptions that cost retirees thousands. Including the Philadelphia tax trap and the utility bill paradox.
Estate Planning Strategies
Life insurance exemptions, the 1-year lookback rule, the NY estate tax cliff, and how to structure your assets.
Jim Stevenson
Realtor specializing in the Philadelphia suburbs. Helping relocating families and retirees from New York, New Jersey, and across the Northeast find the right town at the right price.
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