Retirement Tax Tips

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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…

Boost Your Retirement Savings
For most taxpayers, saving for retirement is the best way to lower your taxes and to build a sizeable nest egg. TurboTax will help you take advantage of the tax deductions related to saving for your retirement. 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…

An Early Withdrawal From Your 401(k): Understanding the Consequences
Cashing out or taking a loan on your 401(k) are two viable options if you're in need of funds. But, before you do so, here's a few things to know about the possible impacts on your taxes of an early withdrawal from your 401(k). Read more…

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…


More Retirement Articles

Managing Your Retirement Account and Taxes During Economic Uncertainty When Does a Senior Citizen on Social Security Stop Filing Taxes? The Golden Years Guide to Tax-Free Retirement Tax Tips After You Retire Tax Tips for Retirement Guide to Schedule R: Tax Credit for Elderly or Disabled What Is the Savers Credit? Video: Do Social Security Income Recipients Pay Income Taxes? Video: Tax Tips for Retirees Are 403(b) Contributions Tax Deductible? Video: Can Disability Beneficiaries File for Taxes?

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