Newsletter Feb 2009

This document provides information about tax-friendly states for retirees and discusses factors retirees should consider when deciding where to retire, such as state income taxes, treatment of Social Security and pension benefits, and other tax benefits. It also includes a section on retirement plan and IRA contribution limits for 2009. College costs and trends are discussed, noting the large annual increases in tuition and other expenses in recent years. A brief section on student debt levels concludes the document.