The Best and Worst States for Taxes

 

Each state has its pros and cons for taxes. Some states have higher income taxes but lower property taxes for example. Other states have no state income tax on retirement income, but a large estate tax on inheritance money. Picking the most tax friendly retirement state can be challenging - you have to balance your goals against tax savings in retirement.

States Ranked by Income Tax Rates

States With No Income Tax

There are nine states with no state income tax.

  1. Alaska

  2. Florida

  3. Nevada

  4. New Hampshire

  5. South Dakota

  6. Tennessee

  7. Texas

  8. Washington

  9. Wyoming

 

States With Inheritance Tax

If state income taxes aren’t bad enough, a handful of states in the U.S. also tax inheritance money. Below is a list of states with such additional taxes.

States With the Highest Property Tax Rates

States With the Lowest Property Tax Rates

Creating Your Personal Tax Strategy and Tax Plan

As you explore your personal retirement plan or financial planning goals, you will want to consider a variety of factors before making a decision on where to live and work and where to retire. Stenger Family Office and Stenger Tax Advisory can help you create your own persona tax plan.

Chris Jordan, CPA, MST
Managing Partner, Stenger Tax
(630) 912-8504
Chris.Jordan@stengerfamilyoffice.com

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Financial Advisor in Chicago, IL
Stenger Family Office - Chicago Financial Advisors

150 N. Riverside Plaza
Suite 1950
Chicago, IL 60606

(630) 912-8295

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Other office locations:Naperville, IL | Houston, TX | Baton Rouge, LA

Financial Planning | Investments | Taxes | Estate Planning

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