Becoming a Florida Resident

Are you considering a move away from New York State due to concerns about high taxes? Join us for an informative class led by Matt Baker, where we will explore the financial and tax implications of relocating to more income tax-friendly states, such as Florida.

In this session, Matt will discuss various factors that may make relocation an appealing option for individuals looking to manage their tax liabilities. We’ll examine the potential drawbacks of remaining in New York State during retirement and how the state’s tax structure can affect your overall financial situation.

The class will highlight the benefits of moving to states with lower or no income taxes, and how this change can impact your financial well-being in retirement. Matt will also cover important financial considerations related to relocation, including the effects on retirement accounts, Social Security benefits, and estate planning.

Additionally, we will discuss strategies for managing the…