February 25, 2019

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in the country. And with the anticipated cuts in the federal tax rates, the rates in California are starting to look even higher. If you are one of the thousands of retirees considering whether to leave the s...

November 5, 2018

There are a few excellent tax breaks for retirees in high tax California and Propositions 60 and 90 are two of the best.  These laws allow property owners over the age of 55, subject to some restrictions, to sell their principal residence in California and transfer their Property Tax basis to a new home of equal or lesser value.  Simply p...

October 1, 2018

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in the country. And with the anticipated cuts in the federal tax rates, the rates in California are starting to look even higher. If you are one of the thousands of retirees considering whether to leave the s...

April 17, 2017

California is a wonderful and expensive place to live.  It has incredible beauty, amazing weather, and some of the highest tax rates in the country.  And with the anticipated cuts in the federal tax rates, the rates in California are starting to look even higher.  If you are one of the thousands of retirees considering whether to leave th...

October 11, 2016

Each year Kiplinger ranks all the states and D.C. for the “friendliness” of state tax policies for retirees. This analysis factors in things like income tax, sales tax, property tax, inheritance tax, and other policies set up to help support retirees. California continues to rank very low in “friendliness” when it comes to taxes which is...

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