Retirement Tax Planning
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Impact of Foreign Taxes on Retirement Income
- October 1, 2025
- Category: International & Expat Taxes, Retirement Income Strategies, Retirement Tax Planning
Impact of Foreign Taxes on Retirement Income Executive Summary If you receive income across borders in retirement, foreign taxes on retirement income can shrink your cash flow, or, with planning, become mostly a non-issue. This guide shows how the foreign tax credit (FTC), tax treaties, residency rules, and smart asset placement work together to reduce
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Tax-Friendly States for Retirees: Best for High-Income
- September 18, 2025
- Category: Estate & Legacy Planning, Retirement Tax Planning, State & Local Tax Strategy
Tax-Friendly States for Retirees: Best Options for High-Income Households Executive Summary: Where you live in retirement can quietly add or subtract six figures from your lifetime tax bill. This guide highlights the most tax-friendly states for retirees, flags common “gotchas” for high earners (capital gains, estate and inheritance taxes, and property-tax rules), and gives you