The Hidden Tax Trap Waiting in Your Dream Retirement State
Автор: Elliott Appel, CFP®
Загружено: 2025-01-23
Просмотров: 255
Thinking about relocating in retirement? You might be walking straight into a hidden tax trap. In this video, I break down how state income taxes can seriously impact your retirement finances — especially if you move after doing your tax planning.
Discover how different states treat retirement income, why timing your Roth conversions before or after a move matters, and how to avoid thousands in unexpected tax bills. Whether you're eyeing a low-tax state or just want to maximize your nest egg, this is essential viewing for smart retirees.
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0:20 Why You Need to Consider Taxes Before Moving
1:02 Know How States Tax Different Sources of Income
1:17 Example of Taxes When Moving
2:45 Why You May Want to Consider a Roth Conversion if Moving
3:19 Example of Moving from Illinois to Oregon
4:15 State Tax Savings of Roth Conversions Example
5:22 Other Examples of How States Tax Income
6:35 Disclaimer
Disclaimer: https://kindnessfp.com/disclaimer/
#retirement #retirementplanning #taxplanning
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