Jesse Stacy MTAX, CFP, EA

07/13/2026

Ohio is one of the friendlier tax states for retirement.

Social Security isn't taxed here. Everything past the first $26,050 gets a flat 2.75 percent, so a retired couple drawing $95,000 on top of their benefits owes the state about $1,900 a year. Small credits usually trim it a bit further.

And the no-tax states still get paid.

Tennessee runs a 9.6 percent sales tax.

Florida homeowners insurance is quoting $8,000 to $11,000 a year.

The full side-by-side is in this week's Buckeye Retirement Brief. Link in the comments.

07/06/2026

I started a weekly retirement newsletter geared around those from Ohio. Some of my clients have moved but I’d make a claim that some form of “snow birding” is also part of the retiring-in-Ohio experience

Issue: June 29th, 2026 What a Roth Conversion Window Really Is A Roth conversion moves money from a traditional IRA into a Roth, and you pay the tax on it now instead of later. The window is the stretch of years when your income is low enough that paying that tax actually makes sense.

05/06/2026

Current status:
✅ CFP
✅ Enrolled Agent
✅ Master's in Taxation
❌ Any idea what a "B-roll" is
❌ Natural on camera
❌ Not terrified of the comments

New YouTube channel is live. We're figuring it out together. 🎥

https://lnkd.in/dJqcgQh9

09/06/2023

If you are preparing for end of year tax planning strategies and want a second opinion send me a DM or give me a call at 614-545-1526 and let's talk.

“The beauty of empowering others is that your own power is not diminished in the process.” – Andrew Carnegie

08/07/2023

"I not only use all the brains I have but all that I can borrow." - Woodrow Wilson

04/04/2023

"The individual investor should act consistently as an investor and not as a speculator." - Benjamin Graham

03/01/2023

"If I really want to improve my situation, I can work on the one thing over which I have control - myself." - Stephen R. Covey

02/06/2023

"You cannot escape the responsibility of tomorrow by evading it today." - Abraham LIncoln

01/20/2023

"A problem defined, is a problem half-solved" - Albert Einstein