If you’ve moved to South Carolina for the lower taxes — or you’re thinking about it — this episode is required listening.
Most people who move to South Carolina for the lower taxes still aren’t capturing everything available to them.
In this episode, Stewart Smith and Mitch Davies break down what makes SC strategically tax-friendly for retirees and what it’s costing you to stay in a high-tax state.
What’s covered:
Why SC doesn’t tax Social Security — and how the retirement income deduction can bring your IRA tax bill to near zero
Side-by-side comparisons: a California couple and a New York couple with the same income, and what their tax bill looks like here vs. there
The property tax benefits most SC residents never fully claim — including the 4% primary residence rate and the homestead exemption at 65
Why income structuring matters as much as which state you live in
Mitch’s Market Minute: what elevated oil prices and market volatility mean for retirees right now
Why a down market may be the right time to consider a Roth conversion
SC is tax-friendly. But you have to know how to use it.
If you’ve recently moved here from a high-tax state — or you’re planning to — we’d love to take a look at your full picture.
📞 864-775-5033
🌐 clearpathretirement.com
ClearPath Retirement Planning · Greenville, SC · Veteran-owned fiduciary firm serving the Upstate, Columbia, and Western NC. Stewart Smith, LUTCF® RICP® · Mitch Davies. This is not tax or legal advice. Individual results vary.
Connect with ClearPath Retirement Planning:
Website: clearpathretirement.com
Phone: 864-775-5033
Listen live: Saturdays at 10 AM on Upstate Red AM 1330
ClearPath Retirement Planning is a veteran-owned fiduciary firm based in Greenville, SC, serving pre-retirees and retirees across the Upstate, Columbia, and Western NC. Stewart Smith, LUTCF® RICP®, is the author of “Live a Fuller, Richer Retirement.” Estimates discussed are illustrative examples from the episode. Individual tax situations vary. This is not tax or legal advice.
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