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Level 2
March 19, 2025
Question

Retireee

  • March 19, 2025
  • 1 reply
  • 6 views

Can you just highlight deductions that a retiree might overlook when doing their taxes and any changes for 2024 that are material to my filing?

1 reply

DawnC
Level 15
March 19, 2025

Planning for retirement taxes early on can help reduce your potential tax burden and maximize your tax benefits.   For example, diversifying your retirement income and managing your required minimum distributions.   Read this article to learn all about our top tips for tax strategies for retirement.

 

7 Tax Tips for Retirees

 

And here is a short video

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