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Things to Consider When Reviewing Your Tax Return if You are Retired

Writer's picture: Derick CoffeyDerick Coffey

Once you retire, there are many changes you may experience when it comes to your taxes. Understanding where your income is coming from, and how it is taxed, can help ensure your retirement income plan is the most efficient that it can be. Use this checklist as a guide when reviewing your tax returns if you are retired.




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