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When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.
Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan. Read more…

Tax Strategies for an Early Retirement
Retirement. The word sounds so good to so many people because of what it implies: a life of leisure, free of the daily grind of workdays that last at least eight or nine hours and as many as 10 or 12 if you are unlucky. But there is one thing from which even retirement does not excuse you: paying taxes. Read more…

Are 403(b) Contributions Tax Deductible?
Employees of various non-profit organizations such as schools and other tax-exempt organizations can benefit from enrolling in a 403(b) plan, officially known as a tax-deferred annuity. Find out how these plans may benefit you. 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…

Video: Do Social Security Income Recipients Pay Income Taxes?
You would think that when you finally retire and start collecting Social Security that you no longer have to pay income tax. But this isn't always true. Watch this video to find out more about income taxes for those on Social Security. Read more…

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