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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.

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Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

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.

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