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retirement accounts

Retiring soon? 4 tax issues you may experience

Retiring soon? 4 tax issues you may experience

If you are retiring soon, you maybe beginning experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four tax and financial issues you may deal with when you are retiring: Taking required minimum...
What older tax records can you throw away?

What older tax records can you throw away?

October 15 is the deadline for individual taxpayers who extended their 2019 tax returns. (The original April 15 filing deadline was extended this year to July 15 due to the COVID-19 pandemic.) If you’re finally done filing last year’s return, you might wonder: Which...