property tax

couple in retirement considering taxes

Thinking About Moving to Another State in Retirement? Don’t Forget About Taxes

When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved ones. Don’t forget to factor state and local taxes into the equation. Establishing residency for state tax purposes may be more complicated than it initially appears to be. Identify all applicable taxes It…

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vacation home tax planning

Relax, But Don’t Forget About Taxes: Owning a Vacation Home Requires Tax Planning

A vacation home can be many things to different people. For example, it can be a relaxing refuge for friends and family, or the property can serve as an income-producing investment if you choose to rent it out when you’re not using it. However you plan to use your vacation home, it pays to understand…

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