Yes, even retirees get tax breaks – but some of them are easy to forget about! Make sure you’re taking advantage when the time comes.
Between COVID-19 and the still-recent changes from 2017’s new tax law, the 2020 tax season is potentially bound to be one of the most complicated in recent memory. We share a few key reminders before you get started.
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As 2020 comes to a close, we share a few money-saving, year-end tax moves - as well as an important reminder for anyone opting not to take a Required Minimum Distribution.
Giving to charity is, of course, one way to lower your taxes. And there are two specific kinds of investment-related strategies it could make sense to consider.