Moving to Escape Taxes in Retirement at Trilogy Communities
As retirement approaches, important considerations arise. Questions like “where do I want to live?” and “what can I afford?” often dictate where people will retire and the lifestyle they’ll live.
Knowing your options and making informed decisions is critical, and more importantly, understanding how the choices you make can affect your ability to navigate retirement without breaking the bank. You’ve worked hard for this moment in your life, and as you dream of your ultimate home, keep in mind that sometimes finding the right location is the key to the retirement life you’ve always hoped for.
Best Retirement Locations
Florida. Nevada. Washington. ~ These states may conjure up different scenic backdrops, famous cities and local cultures, but the one aspect each has in common is their ability to save residents money. In fact, these states have no income tax or retirement taxes.
Let’s explore the Trilogy and Shea Homes Active Lifestyle Communities located in each of these states and look at the benefits to starting the next stage of your life in a Trilogy resort community.
Shea Homes at Ardiente resort community is located in North Las Vegas. For those interested in warm weather, you should know over 292 days per year are sunny, which only partially explains why the attitude at Ardiente is so bright.
Shea Homes at Ardiente is a 55+ community offering the opportunity to live in one of the most sought after travel destinations in the world. Located near the famous Las Vegas Strip, Ardiente is just as close to the breathtaking views of the nearby desert and mountains. Ardiente includes everything from bocce courts to an outdoor pool and spa where one can relax under the desert sun.
With no state income taxes, no retirement taxes or inheritance taxes, Nevada is an ideal place to find financial peace of mind. Ardiente homes are also equipped as SheaXero No Electric Bill Homes™, which virtually eliminate monthly electric bills saving homeowners up to $3,000 a year. With these entire budget saving moves, Nevada is a perfect place to retire.
Benefits of Living in Nevada:
- No state income tax
- No retirement taxes
- No inheritance tax
- SheaXero – No Electric Bill Homes
Located in Lacey, Washington, and against a backdrop of a protected forest from Puget Sound, the scenes and outdoor activities at Jubilee are endless. With many trails and spectacular views to experience, most people here choose to explore the great outdoors with friends and family. Whether you’re hiking the trails or walk along the beach with stunning views of Mt. Reiner, Jubilee’s active lifestyle community is within close proximity to the wilderness and easy access to downtown Seattle shopping. There is always plenty to do around Jubilee, but it doesn’t stop there! Jubilee offers an onsite 26,000 sq.ft. lodge, fitness center, indoor pool and spa, tennis courts, a ballroom, game room and even golf courses accessibility. With all these high-end, 5-star amenities, it is easy to see why the residents of Jubilee stay active!
Set just minutes outside of Seattle among the green forests of Redmond, this vibrant resort community let’s you choose your pace of life in a spectacular setting. Redmond Ridge is an exciting 55+ resort lifestyle community expertly designed and built by Shea Homes. At the heart of Redmond Ridge is the Cascade Club – an elegant 32,000-square-foot Club with fitness and tennis facilities, indoor lap pool, delicious eating venues and other 5-star amenities. Here you’ll find everything from Tai Chi classes, state-of-the-art fitness equipment and on-site trainers to a lavishly adorned billiards den, hi-tech learning center, and rejuvenating full-service spa facilities.
Ideally situated northwest of Mount Rainier National Park, and just 39 miles southeast of the cultural and cosmopolitan amenities of downtown Seattle, Trilogy at Tehaleh is the perfect place to call your next home. Against a backdrop of the ever-looming majestic presence of Mount Rainier – Trilogy at Tehaleh is within close proximity to cultural and retail services. Not to mention, Tehaleh has recently launched Shea3D, which allows customers the opportunity to choose from three unique main living spaces – Entertainment-centric, Kitchen-centric, and Outdoor-centric – empowering homebuyers to select the one that best fits their lifestyle.
Whether you are looking for a home that offers an expansive, continuous living area for entertaining; comes equipped with a supremely functional kitchen for the gourmet chef; or promotes a complete indoor-outdoor living experience, Shea3D offers homes that are tailored to the specific needs of individuals and families alike. It’s one more thing that sets Trilogy at Tehaleh apart from other communities … and, it’s all waiting for you.
The secret to living the dream in Washington?
Residents will tell you that no state income taxes or retirement taxes make living in here a dream. Not to mention, those who live at Jubilee don’t have to pay for their electric bill every month with the SheaXero homes. SheaXero makes homes more sustainable and completely net zero! That means no bills, no extra charge, no kidding.
Benefits of Living in Washington:
- No State Income Taxes
- No Retirement Taxes
- Shea3D at Tehaleh
- SheaXero for Jubilee
Located minutes from historic Deland and close to Daytona Beach, Victoria Gardens is the perfect way to experience the Florida lifestyle. At Victoria Gardens, there is plenty to do, from lounging by the outdoor resort pool, strolling along the outdoor patio, or evening taking in the beautiful landscapes. In town, there are many restaurants to choose from, and residents can explore one of the four parks nearby parks, including the Deleon State Park, Blue Springs State Park, Gemini Springs Park and Conrad Park. With so many opportunities, Shea Homes at Victoria Gardens is the perfect combination of functionality and luxury for 55+ homebuyers looking for a new home in Florida.
Nestled in the gently rolling hills of Groveland – a quick 30 miles west of Orlando – Trilogy Orlando is Central Florida’s newest and most exciting resort community, combining small-town charm with sophisticated amenities designed for the ultimate 55+ active lifestyle. The community is surrounded by acres of lakes and nature’s bounty that peacefully coexist with some of the planet’s best amusements and attractions—talk about a life full of possibilities. It goes without saying that it’s sunny and warm the whole year.
At the heart of Trilogy Orlando is Magnolia House – an elegant 57,000 square-foot resort-style club house that offers the latest in dining, socializing and fitness featuring a comprehensive athletic center, sports bar and grill, professional demonstration kitchen, indoor/outdoor lap pool, tennis, bocce, pickle ball, artistic studio, and more.
Florida is a great destination to retire because not only of the Trilogy Orlando and the Shea Homes at Victorian Gardens, but there is no state income tax, no retirement taxes, and no inheritance tax! What better way is there to save in Florida while having the opportunity to experience to wonderful Trilogy communities?
Also, at Trilogy Orlando, you can get Shea Solar which has a different sized solar power system based on the size of your home, or you can upgrade to a SheaXero No Electric Bill Home. Trilogy’s energy efficient offering is as flexible as your lifestyle.
Benefits of Living in Florida:
- No State Tax
- No Retirement Tax
- No Heritance Tax
- Shea Solar or SheaXero
These are just a few of the many great 55+ active lifestyle communities Trilogy offers across the county. Interested in California or Arizona? For more information, please visit our website www.TrilogyLife.com.