Golden Years in the Golden State: How Prop 19 Shapes Retirement Planning in California

May 8, 2023 – Join us for an informative Lifetime Planning episode, as hosts Crystal Colbert and Aaron Wiegman discuss tax savings from California's Proposition 19. In this episode, they'll examine the impact Prop 19 has on individuals over the age of 55, shedding light on its potential benefits and drawbacks. Discover how this tax measure can be used to transfer the taxable value of old real estate to a new property or to transfer real estate to a child or grandchild. We also discuss any limits, requirements, or nuances that you need to know before taking advantage of it and why these were put in place. Don't miss out on this opportunity to enhance your understanding of Prop 19 and optimize your Golden Years in the Golden State.

To speak with Crystal, Aaron, or any of our wealth advisors, feel free to Contact Us online or give us a call at (888) 486-3939.

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