Smart Money Questions

Today's episode will look at how you could possibly establish residency in a different state as part of your tax planning. We will also answer questions regarding what to do when you have a pension with no survivor benefit and how to consolidate your retirement accounts. Show Notes and Additional Resources:     Today's Rundown: 0:28- Bring on the new year and take us back to Y2K. 4:11- A women in California died but was still enrolled in a cable contract leaving the early termination fee to her kids.  5:30- President Trump changed his residency from New York to Florida which raises the question, should you consider this too? 6:20- Lets look at how tax planning can help determine where you should establish residency.  7:23- How does income and estate tax factor into the planing? 10:15- What other factors should be considered before making the move? 11:07- The importance of sponsorship planning.  12:30- What do when you will be receiving a pension.  14:05- What can be done after a pension plan has