The state where you retire can have a big impact on your standard of living in retirement. But understanding that impact goes far beyond looking at top marginal tax brackets. States often have special provisions specifically designed to lower the tax burden on retirees. In this webinar, we reviewed some of these provisions and discuss some planning opportunities related to state tax policies.
Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.
