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Cover image: The Tax Documents Retirees Should Gather Before Filing
Tax PrepThe Tax Documents Retirees Should Gather Before FilingRetirement brings new tax forms from Social Security, retirement accounts and more. Here is a simple checklist of what to collect before you file.
Mary Garza, tax and retirement planning advisorMary Garza2 min readRead →
Cover image: Estimated Taxes and Withholding in Retirement
Tax PrepEstimated Taxes and Withholding in RetirementIn retirement, no employer withholds tax from a paycheck. Here is a plain-English look at withholding from retirement income and when estimated payments come in.
Mary Garza, tax and retirement planning advisorMary Garza3 min readRead →
Cover image: 3 Tax Breaks Retirees Often Miss
Tax Prep3 Tax Breaks Retirees Often MissRetirees often miss tax breaks tied to medical costs and charitable giving. Here are three to ask your tax preparer about.
Mary Garza, tax and retirement planning advisorMary Garza3 min readRead →
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