A Checklist for Tax Friendly States

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May 1. Happy May Day , and welcome to this week's newsletter.  We thank you for subscribing to this weekly eNewsletter. If you have suggestions or comments, we would love to hear them.
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Two weeks ago we provided a rundown of what makes a state tax-friendly for retirement. Here in Part 2 of that series we've put together a checklist of questions you need to ask yourself in order to determine whether a state is tax friendly for you - or not.  We hope you find it useful, and look forward to your suggestions.

Tax Friendly Checklist

Prescott, AZ
To create passenger traffic for his railroad, Averill Harriman sent Count Schaffgotsch on a yearlong western trip to find the perfect destination. The Count found Sun Valley (elevation 5940 feet) and was immediately hooked on the beauty of the Sawtooth Mountains. Is it a great place for retirement?

Explore Sun Valley
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A new type of loan has emerged that threatens the financial health of retirees.  Not that dissimilar from payroll and settlement advance loans, pension advances usually come with exorbitant interest rates and fees. Once started, they often lead to financial ruin. Military retirees seem to be a frequent target.

Beware Pension Advances

Columbus, IN
If you are in to architecture, you might want to consider Columbus, Indiana. Thanks to J. Erwin Miller of Cummins Engine, the town has six buildings designated as National Historic Landmarks, and 60 other distinguished ones.  Find out why.....

Explore Columbus
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Social Security is looking for your input on ways to raise awareness of its online services, increase usage, improve customer satisfaction, and simplify the programs we administer.  Here's your chance for feedback - use the link above to give it.

Your Ideas

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