Tax Playbook · Big life moves
Move to a lower-tax state
Moving from a high-tax state like California to Texas or Florida can save five figures a year in state income tax at high incomes — try the calculator on this site to see your number. Remember it's not only income tax: property tax, sales tax, and cost of living matter too.
Good for: Remote workers and anyone location-flexible.
Learn the basics
Recent articles & guides
On this site
Related strategies
Roth conversions in low-income yearsIn a year your income is low — a gap year, early retirement — move money from your pre-tax retirement account …Annual gifts & the lifetime exemptionIn 2026 you can give anyone $19,000 a year ($38,000 per couple) with no tax paperwork. And over your lifetime …Bunch medical expensesYou can only deduct medical bills that are more than 7.5% of your income — say you earn $100,000, so the first…IRMAA: keep Medicare premiums downWhen you turn 65, Medicare checks your income from two years ago. For 2026, if that income is over $109,000 (s…Roth IRAs for kidsA child with a real job can have a Roth IRA. In 2026 you can put in up to $7,500, or less if the child earned …ABLE accountsAn ABLE account is a special savings account for people with disabilities. Money in it grows with no tax, and …
Browse all 97 strategies in the interactive playbook
Educational summary, not tax advice. Limits and rules change — confirm current law with your tax adviser.