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There is a new article on “The Most Tax-Friendly States For Retirees: How To Compare State Income Tax Options For Retiring Clients” by Ben Henry-Moreland and our CIO, Justin Fitzpatrick, PhD, CFA, CFP®.
Important points:
- Throughout this article they discuss knowing what key elements to look for when considering a given state to live in during retirement. For example, the treatment of interest dividends and capital gains, any potentital deductions or exemptions that might be available for taxpayers after a certain age, and more.
- States offer benefits for different types of retirement income. It is important to learn how your state treats your retirement.
