Does your tax return have you thinking it’s time to get outta California? Today I discuss other factors you need to consider before leaving state.

People are moving away from the Bay Area and taxes are where future former residents are pointing their fingers. If you are considering relocating solely because of taxes, there are many more things to consider before packing up. Are you trading higher property tax for lower state tax that will it save you money in the long run? Would you benefit more by living in a community property state? Other topics include:

• End of year tax issues
• Tips for younger investors
• A conservation easement investment pitch from an enrolled agent
• The best way to make charitable contributions

 

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.