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Retired September 2025
I retired September 15, 2025. I turned 65 October 14, 1960. I am currently drawing a monthly pension, from which income taxes are being withheld. I'm waiting until October 2027 to begin drawing Social Security. I have a mix of tax-deferred and ROTH IRA investments that are not currently utilized. What impacts will the OBBB have on my situation and are there related actions I should take now in preparation? Also, do I need pay quarterly taxes; if so, when do I need to begin paying and how do I go about doing so?
2 weeks ago