The Best States to Retire in From a Tax Perspective

Over the next 16 years, the largest generation of individuals, more than 78 million Baby Boomers, will be reaching retirement age. For business owners and high net worth individuals, planning is critical.


While many retirees plan for federal estate taxes, they don’t often think about the impact state taxes will have on their overall wealth.  State taxes are the new focus in estate planning. Everyone is subject to the same federal rules, but the tax system in each of the fifty states and Washington DC is different.


 The Best States to Retire in From a Tax Perspective will provide you with the state tax information you and your advisors should be considering as part of your overall retirement plan. The study examines each state and analyzes the various taxes that affect high net worth individuals, including income, sales, real estate, and estate taxes. 


You will not find this original research anywhere else. The Best States to Retire in From a Tax Perspective will provide you the following:

  • How each state is ranked
  • How your state ranks overall
  • Which states have a gift tax
  • How state taxes impact retirement planning
  • How state taxes impact retirees with high investment income
  • Considerations for establishing residency in another state
  • When to form a Trust in another state
  • Special considerations for business owners


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