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I'll discuss six key areas that can significantly impact your retirement finances, including state income tax, property taxes, and sales tax.
Whether you're considering relocating for retirement or want to optimize your current retirement plan, this video offers valuable information to help you make informed decisions about your financial future.
Tune in to learn more about how taxes can impact your retirement lifestyle and what steps you can take to minimize tax burdens and maximize your retirement savings.
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Show Notes:
0:00 Intro
0:55 States with No Income Tax
1:55 Taxes on IRA, 401(k), and Pensions
2:59 Property Taxes
4:00 Sales Tax
4:55 State-Local Tax Burden
7:09 Estate Tax
10:26 Final Tips
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
#retirement #retirementtaxes #taxtips
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By: Toby Mathis Esq | Tax Planning & Asset Protection
Title: 6 Overlooked State Tax Considerations When Retiring
Sourced From: www.youtube.com/watch?v=nvZ9G4kAIvg
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