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Is It Worth Moving to a State with No Income Tax in Retirement?
Manage episode 451488107 series 2515480
Content provided by Johnson Brunetti and Joel Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Brunetti and Joel Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Many retirees make the decision to move in retirement but should no income tax be the main reason for relocation? While it might save you money in taxes, the move might not benefit you as much as you think. In this episode of the Money Wisdom Podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® talk taxes in Massachusetts and Connecticut and the considerations that go into moving to another state in retirement.
Text KIT to 800-757-0436 to get our ‘Are You Ready to Retire?’ Starter Kit
Here’s what we discuss in this episode:
0:00 – Intro
0:52 – Reasons people move
2:47 – Ask yourself these things
3:59 – Taxes in Massachusetts
7:20 – Millionaires tax
9:51 – What to think about
Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/
Contact our team: https://johnsonbrunetti.com/contact-us/
Check us out on YouTube: https://bit.ly/3CcAzai
100 episodes
Share
Manage episode 451488107 series 2515480
Content provided by Johnson Brunetti and Joel Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Brunetti and Joel Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Many retirees make the decision to move in retirement but should no income tax be the main reason for relocation? While it might save you money in taxes, the move might not benefit you as much as you think. In this episode of the Money Wisdom Podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® talk taxes in Massachusetts and Connecticut and the considerations that go into moving to another state in retirement.
Text KIT to 800-757-0436 to get our ‘Are You Ready to Retire?’ Starter Kit
Here’s what we discuss in this episode:
0:00 – Intro
0:52 – Reasons people move
2:47 – Ask yourself these things
3:59 – Taxes in Massachusetts
7:20 – Millionaires tax
9:51 – What to think about
Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/
Contact our team: https://johnsonbrunetti.com/contact-us/
Check us out on YouTube: https://bit.ly/3CcAzai
100 episodes
All episodes
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Similar to Money Wisdom
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
10k279
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money ...
…
continue reading
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
…
continue reading
Breaking news on the environment, climate change, pollution, and endangered species. Also featuring Climate Connections, a special series on climate change co-produced by NPR and National Geographic.
…
continue reading
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