Retirement Tax Tips

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Recent Articles

The Golden Years Guide to Tax-Free Retirement
The earlier you begin socking away savings, the much better off you'll be in your "golden years." By using some tax tips, you can end up paying little or no taxes after you retire. Read more…

4 Tax Credits and Deductions for Retiring Baby Boomers
If you have just retired or are planning retirement, there are key tax deductions and credits that can help you save money. Read more…

Tax Counseling for Seniors and the Elderly
Besides the 1040-SR form, seniors have special options available to file and pay their taxes. Here's a guide to tax counseling for the elderly. Read more…

Guide to Schedule R: Tax Credit for Elderly or Disabled
The Internal Revenue Service extends a special credit to older taxpayers called the Credit for the Elderly or the Disabled. This tax break allows individuals and couples to reduce the amount of their income tax by their allowable credit. While a taxpayer may qualify for a larger credit under this provision, the IRS limits the allowable credit to the amount of income tax due. If your credit exceeds your income tax, you will not be able to receive the excess credit as a refund. Read more…

Video: Tax Tips for Retirees
Learn how to minimize the amount of taxes you owe each year with these tax tips for retirees. Watch this short video for small tips that can make big savings when taxes are due. Read more…


More Retirement Articles

States that Don't Tax Military Retirement Taxes in Retirement: 7 Tax Tips for After You Retire Tax Strategies for an Early Retirement Video: Can Disability Beneficiaries File for Taxes? What is Form 5329: Additional Taxes on Qualified Retirement Plans? When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. Managing Your Retirement Account and Taxes During Economic Uncertainty Boost Your Retirement Savings An Early Withdrawal From Your 401(k): Understanding the Consequences Video: Do Social Security Income Recipients Pay Income Taxes? Are 403(b) Contributions Tax Deductible? Tax Tips for Retirement When Does a Senior Citizen on Social Security Stop Filing Taxes? FICA and Withholding: Everything You Need to Know A Guide to Social Security Tax IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts What Is the Savers Credit? Tax Benefits of Retirement Accounts: Comparing 401(k)s, 403(b)s, and IRAs

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