Strategic Relocation and Tax-Efficient Retirement

Keith Lucas

Published on: 07/08/2025

Discover how your choice of state could make or break your retirement income. In this blog, Keith Lucas, your Retirement Relocation Strategist (aka the Relo Whisperer) breaks down the 2025 tax landscape, showing which states still tax Social Security and where smart relocation can save you thousands. If you're planning to retire soon, this is the no-fluff guide you need to keep more of your money and avoid costly surprises.