Tax Mistakes New Retirees Make

About this episode

The episode discusses common tax mistakes that new retirees make and how they differ from previous 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. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Topics covered

• tax mistakes
• retirement
• income sources
• tax strategies

Keywords

• tax season
• retirees
• Kiplinger article
• real world

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