WEBINAR: Changing Residency from Minnesota

November 10, 2023

November 28, 2023 at 1:00 CST

Lakes and Snow to Beaches and a Sunny Glow: Changing Residency from Minnesota

Mike Rogers, Joe Rapacki CPA, and the 360 team review the key things to consider when determining a retirement move from Minnesota to another State.

Key factors to consider and will be covered in the webinar are tax policies (state income tax and exemptions for retirement income), the cost of living, healthcare availability, climate preferences, recreational opportunities, senior-friendly communities, Social Security benefits, estate planning, long-term care options, housing choices, and the impact on social and family ties. Thorough research and financial planning, including consulting a financial advisor, are crucial for a successful retirement transition to another state.


Downloads from the presentation:

Income Tax Fact Sheet: Residency
Income Tax Fact Sheet: Part-Year Residency


Looking for more information? Contact us at [email protected] 

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    The Professionals associated with 360 Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through 360 Financial, a registered investment advisor; or (2) solely tax professionals of Rapacki & Co., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Rapacki & Co. DBA 360 Financial Tax Strategies. Rapacki & Co. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.

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