/Tag: baby boomers and retirement

Tax Implications When Retiring to a Different State

By |2020-06-05T18:57:19+00:00April 24th, 2017|Categories: Tax Planning|Tags: , , , , , |

When you retire, you may consider moving to another state β€” say, for the weather or to be closer to loved ones. State taxes also may factor into the equation. Here's what you need to know about establishing residency for state tax purposes β€” and why the process may be more complicated than it initially [...]

Are You a Baby Boomer with a Closely Held Business?

By |2017-05-24T13:42:15+00:00September 14th, 2015|Categories: Business Advice, Tax Planning|Tags: , , , , , |

Baby boomers are beginning to retire in droves. Many will want to transfer their businesses to family members while others will want to sell and use the funds to finance their retirement years.

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