Lifetime Income: Retirement Tax Inversions - Enhance Your Retirement Lifestyle

Special Guest: Dr. Georgia Sadler From UCSD Moores Cancer Center

The subject of tax inversions has been a hot topic lately, as large corporations are merging and moving their domiciles to lower-tax countries. Retirees have been playing the tax inversion game for decades. In this week’s program Jim and John will discuss how moving to a lower tax and lower cost-of-living state can dramatically impact your retirement lifestyle. This is especially important in today’s zero interest rate world, when low-yielding investments can seriously cut into a retirement lifestyle. They discuss the best states to move to, and the best states to move from, to enhance your lifestyle in retirement. They break down the numbers in the case study of Bob and Nancy. The guest this week is Georgia Sadler PhD, Clinical Professor of Surgery at UCSD Moores Cancer Center. She will discuss clinical trials cancer research, and the importance of senior adult participation in clinical trials.

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