You Don't Have To Leave California For Your Retirement

Written By Matthew Copley

Thinking about retiring outside of California? Watch this first.

Before making the big move out of California for retirement, it's essential to understand how your finances could be affected. In this video, I walk you through key considerations, including how California taxes can still impact you after you leave, the strategies available to reduce or legally avoid those taxes, and how to manage your real estate to maximize your wealth before the transition.

Many retirees make decisions based on weather or lifestyle, but overlook the financial side until it's too late. If you're considering relocating in retirement, this video will help you do so with clarity and confidence.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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