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35+
Years of Experience4.6/5
Average Rating88%
Avg. Completion Rate150+
Number of CoursesGain insights into their journey, expertise, and professional impact.
Here’s what MYCPE ONE speakers bring to the tableDiscover ratings and feedback from learners who have gained valuable insights.
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Average
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AL
learned more about how states that have income tax either tax retirement income or dont
GS
Loved the breadth of content and how well the speaker was able to discuss a very broad area.
SM
It was extremely informative. I enjoyed the discussion of the different states and how each is doing things.
JG
Learning more about tax residency & retirement income was informative. This will be helpful as I work with a wide age range of clients.
MK
A couple of times you say that the information is currect as of the date you recorded the presentation. How about including the date on your slide?? Overall a useful presentation, thanks!
RH
very good course and excellent instructor and handout. Please take a look at the final quiz Question 5 answer should be Hawaii, which states taxes retirement income. Correct answer is not true when it grades the quiz) Alabama?
HM
The video explains how state residency rules affect taxation of retirement income. It highlights that states differ in taxing IRAs, 401(k)s, and Social Security benefits. Practical guidance is given for minimizing state tax liability when planning withdrawals or moving between states.
SC
Great
WC
Good
LK
Great slides.
.A
Good experience!
ML
main points covered
Tony Curatola PhD, MBA
Drexel University
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