Retirement Tax Tips
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Recent Articles
When Does a Senior Citizen on Social Security Stop Filing Taxes?
The IRS requires you to file a tax return when your gross income exceeds the sum of the standard deduction for your filing status plus one exemption amount. These filing rules still apply to senior citizens who are living on Social Security benefits. If you are a senior, however, you don't count your Social Security income as gross income. If Social Security is your sole source of income, then you don't need to file a tax return. 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…
Video: Can Disability Beneficiaries File for Taxes?
Wondering whether you can still file a tax return despite receiving some type of disability income? You may still have to file a return and pay taxes on this income. Watch this video to learn more about disability beneficiaries and how you should file your taxes. Read more…
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…
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…
More Retirement Articles
When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.
Video: Do Social Security Income Recipients Pay Income Taxes?
Guide to Schedule R: Tax Credit for Elderly or Disabled
Video: Tax Tips for Retirees
Are 403(b) Contributions Tax Deductible?
Tax Tips After You Retire
Tax Tips for Retirement
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