Family Information - State


I am a couple years away from retirement and recently moved to Canada with my wife - she is Canadian. When specifying the Family Information, I need to enter a State. Since I'm not living in the states anymore, is there a way to specify state as none or foreign? I still use ESPlanner to calculate my SS, spousal benefits, IRA, etc.


The state is for income tax calculation purposes. The last time I checked several states have no income tax such as Florida, Texas, Alaska, and a few others. You could use one of these for your residence.

Also, there is a "basic" version of ESPlanner available for Canada that is free. It is available here:

This doesn't have the full feature set of the download version, but has Canadian benefits, taxes, etc. that should be useful.


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