Unlocking Location Arbitrage for Gen X Executives.
Mark and Susan Peterson, both in their late 40s, earn a combined $600,000 annually in New York City. They're increasingly frustrated by the high state and local taxes, which significantly erode their disposable income. They're drawn to Florida's lack of state income tax but worry about hidden costs like higher property taxes, insurance, and potentially reduced career opportunities, making it difficult to quantify the true financial benefit of moving.
Using Golden Door Asset's Triangular Arbitrage Calculator, alongside the Tax Equivalent Yield Calculator, we modeled different scenarios factoring in New York's state income tax rates versus Florida's zero income tax, property taxes in both locations, and potential changes in investment returns. The calculators revealed that even with increased property taxes in Florida, they could potentially save around $45,000 annually in taxes alone. The Agent Labor Arbitrage Calculator helped them understand potential changes in their industries of expertise should they move, weighing salary impacts against tax savings.
The Triangular Arbitrage Calculator was used to assess location arbitrage, comparing the 'price' of earning income in New York (higher taxes) versus Florida (lower taxes). The Tax Equivalent Yield Calculator allowed them to understand the real, after-tax yield of their investments in both states.
$45,000 annual tax savings, totaling $450,000 over ten years. Further analysis of their investment portfolio also revealed an opportunity to increase returns by 1.2% annually by diversifying into Florida real estate, adding another $18,000 in annual income based on their current portfolio value.
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