How the Homestead Exemption Could Lower Your Property Taxes in Retirement

div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"> _*]:min-w-0 gap-3 [&_>_*:last-child]:mb-0 print:block print:[&_>_*_+_*]:mt-3 standard-markdown"> On this episode of the Retirement Matters Podcast, Dale Smothers brings in guest: Local PVA Chad Shively to break down the homestead exemption for Kentucky retirees and why listeners in every state should be paying attention too. Every state offers some version of this exemption; some save you more, some save you less, but almost all of them are underused simply because retirees don't know to ask. In this episode: What the homestead exemption is and how it can reduce your property tax burden in retirement Why exemptions like this should be a standard part of any income-phase tax strategy not an afterthought How working with a retirement income specialist (versus a growth-focused advisor) changes the way your plan is built around saving you money in taxes Why Roth conversions make sense for some retirees and not others — and how to know which camp you're in How stacking these strategies puts more money back in your pocket without adding stock market risk Want to know how the homestead exemption and other tax strategies apply to your own retirement plan? 📞 270.600.PLAN 🌐 rdsmotherswealth.com/contact   #RetirementPlanning #HomesteadExemption #PropertyTaxes #KentuckyRetirement #TaxStrategy #RetirementIncome Retire the Way You Desire™   DISCLOSURE: R.D. Smothers Wealth Management is a state-registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered and sold through RDS Insurance Group. R.D. Smothers Wealth Management and RDS Insurance Group are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.