Michael Wagner in Barron’s: Things to Consider When Retiring to the Sunshine State

As people continue to move their families and businesses to Florida, Omnia Family Wealth Co-Founder Michael Wagner has been busy with new clients who are enjoying certain tax benefits and sunshine.

To learn more about why people who live in high-tax states such as California and New York are choosing to migrate South, Barron’s caught up with Omnia Family Wealth Co-Founder Michael Wagner.

In this interview, Wagner discussed both the potential benefits and unexpected difficulties that retirees moving to the Sunshine State may encounter.

“It really can surprise people when they move into their home to find out their taxes are much higher,” Wagner told Barron’s.

To read the entire article, click here.

Have Questions for An Advisor?

This field is for validation purposes and should be left unchanged.

RELATED ARTICLES

Omnia Family Wealth in Nasdaq: How Millennials Can Secure Their Financial Future

Omnia Family Wealth in Nasdaq: How Millennials Can Secure Their Financial Future

Read More
Omnia Family Wealth in U.S. News & World Report: How to Retire at 65 with $2 Million

Omnia Family Wealth in U.S. News & World Report: How to Retire at 65 with $2 Million

Read More
Omnia Family Wealth in GoBankingRates: How a “Richcession” Can Affect Your Wallet

Omnia Family Wealth in GoBankingRates: How a “Richcession” Can Affect Your Wallet

Read More
Omnia Family Wealth in Nasdaq: Will Student Loan Payments Spark a Recession?

Omnia Family Wealth in Nasdaq: Will Student Loan Payments Spark a Recession?

Read More
Omnia Family Wealth in the International Business Times: Will China’s Woes Cause the Fed to Pause Rate Hikes?

Omnia Family Wealth in the International Business Times: Will China’s Woes Cause the Fed to Pause Rate Hikes?

Read More
Omnia Family Wealth in CBS MoneyWatch: The Secret to Growing Wealth

Omnia Family Wealth in CBS MoneyWatch: The Secret to Growing Wealth

Read More
Omnia Family Wealth Named Among America’s Top RIAs of 2023 by Financial Advisor Magazine

Omnia Family Wealth Named Among America’s Top RIAs of 2023 by Financial Advisor Magazine

Read More
Michael Wagner in U.S. News & World Report: How to Reduce Investment Opportunity Cost

Michael Wagner in U.S. News & World Report: How to Reduce Investment Opportunity Cost

Read More
Michael Wagner in Yahoo! Finance and GOBankingRates: Why Gen Zers Are the Most Entrepreneurial

Michael Wagner in Yahoo! Finance and GOBankingRates: Why Gen Zers Are the Most Entrepreneurial

Read More
©2023 Omnia Family Wealth, All Rights Reserved.