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Retirement Tax Tips

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Recent Articles

States that Don't Tax Military Retirement
Taxing military retirement pay is a decision left up to the states. Find out which states don't tax military retirement and what else you should consider before moving to a state that doesn't tax your retirement pay. 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…

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…

FICA and Withholding: Everything You Need to Know
In order to ensure you're filing your taxes correctly, it's crucial to understand everything that goes into them and how your money is affected with each paycheck. For starters, what exactly is FICA and what does it mean to have withholdings? Read more…

What Is the Savers Credit?
The Savers Credit gives a special tax break to low- and moderate-income taxpayers who are saving for retirement. Read more…


More Retirement Articles

Tax Strategies for an Early Retirement Managing Your Retirement Account and Taxes During Economic Uncertainty Boost Your Retirement Savings Tax Tips for Retirement Video: Can Disability Beneficiaries File for Taxes? Guide to Schedule R: Tax Credit for Elderly or Disabled What is Form 5329: Additional Taxes on Qualified Retirement Plans? An Early Withdrawal From Your 401(k): Understanding the Consequences Are 403(b) Contributions Tax Deductible? When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. The Golden Years Guide to Tax-Free Retirement Video: Tax Tips for Retirees Video: Do Social Security Income Recipients Pay Income Taxes? When Does a Senior Citizen on Social Security Stop Filing Taxes? Taxes in Retirement: 7 Tax Tips for After You Retire Tax Benefits of Retirement Accounts: Comparing 401(k)s, 403(b)s, and IRAs IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts A Guide to Social Security Tax

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