Toby Mathis Esq | Tax Planning & Asset Protection

THE 5 BEST and WORST States For Retirement Taxes In 2026

Schedule a free consultation today: https://aba.link/dcc9c4 Are you choosing the best state to retire in based on the wrong data? Learn why tax attorney insights matter more than golf courses. Most retirement rankings focus on weather, walkability, and crime stats, but they ignore the financial reality of your income. This video explains why those lifestyle-focused lists often miss the mark for retirees who need to protect their assets. As a tax attorney, Toby analyzes the specific metrics that actually impact your wallet. By shifting the focus from pickleball courts to tax strategy, you can make a decision that supports your long-term wealth. This breakdown is for anyone serious about retirement planning who wants to avoid costly mistakes based on surface-level advice. 🔔 Stay ahead of the curve. Subscribe for cutting-edge insights on real estate investing, business strategies, and more! Show Notes: 0:00 Intro 1:57 The 4 Tax Levers Every Retiree Must Understand 2:01 Retirement Income Taxes (IRAs, 401(k)s & Pensions) 2:50 States That Still Tax Social Security 3:24 Estate Taxes: The Hidden Wealth Killer 4:34 Property Taxes & Sales Taxes Explained 6:33 The 5 Worst States to Retire in for Taxes 6:50 #5 Worst 7:56 #4 Worst 9:29 #3 Worst 10:40 #2 Worst 11:35 #1 Worst 13:12 Honorable Mentions 14:18 #5 Best 15:30 #4 Best 17:57 #3 Best 19:00 #2 Best 20:07 #1 Best 22:13 The Retirement Tax Trap Most People Miss 24:59 How to Properly Establish Residency in a New State 26:00 Outro --------------------------------------------------------------------------------------------------------- FREE TAX & ASSET PROTECTION WORKSHOP Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/wxt8 ~~~~ FOLLOW US: Instagram: https://aba.link/instagram Facebook: https://aba.link/facebook Twitter: https://aba.link/twitter LinkedIn: https://aba.link/linkedin TikTok: https://www.tiktok.com/@tobymathisesq ~~~~ CONTACT US Phone: 800.706.4741 Email: [email protected] Fax: 702.664.0545 ABOUT TOBY MATHIS Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba --------------------------------------------------------------------------------------------------------- WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture. The information provided in this video should not be construed or relied on as financial, investment, or legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice. #RetirementPlanning #RetirementTaxes #BestStatesToRetire