Tax Mistakes New Retirees Make

About this episode

This episode discusses common tax mistakes that new retirees make and how they differ from strategies used during working years.

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today, we're looking at some of the biggest tax mistakes retirees make, as discussed in a recent Kiplinger article, and whether these match what we see in the real world. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

Topics covered

• tax mistakes
• retirement
• income sources
• financial strategies

Keywords

• tax season
• retirees
• Kiplinger article

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