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Level 1
posted Mar 19, 2025 9:08:36 AM

Retireee

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?

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1 Replies
Expert Alumni
Mar 19, 2025 10:08:39 AM

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