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- 06-15-25 ARI Green Valley Maximum Memory
06-15-25 ARI Green Valley Maximum Memory
Dear Patriot,
Yesterday, I laid out the best and worst states to retire. But today’s about execution—how to relocate smart and keep more of what you’ve earned.
Here’s what to watch out for:
Establish legal residency the right way—voter registration, driver’s license, and mailing address all matter.
Avoid “dual taxation” traps—some states may try to claim you still owe them.
Plan your move around income events—don’t sell big assets mid-year if it bumps you into a high-tax state.
Watch Medicare enrollment rules—some supplemental plans vary by ZIP code.
The elites move with strategy. You should too.
Tomorrow, we shift gears and expose one of the biggest retirement planning scams: free “estate planning seminars” that aren’t what they seem.
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Fun Fact Of The Day
Some states use over 20 criteria to decide if you're still a “resident” for tax purposes—even if you think you’ve moved!