Broker Check

Request for: As a Retiree, What Issues Should I Consider when Reviewing my Tax Return?

This checklist is a great tool for every Retiree, to make sure they are taking advantage of every Tax Opportunity in Retirement

What are the Eligibility Issues?
Cash Flow Issues?
Debt Issues?
Tax Planning and Other Concerns?

As a Retiree, you have to consider all the implications, such as, what are the:

  • Family and Filing Issues?
  • Investment Income Issues?
  • Retirement Plan, IRA, Pension and other Qualified Plan Issues?
  • Social Security?
  • Medicare and Other Issues?

Please send me the Checklist: As a Retiree, What Issues Should I Consider When Reviewing my 2019 Tax Return?

Thank you!