Download our Checklist: As A Retiree What Issues Should I Consider When Reviewing My Tax Return?

Reviewing your tax return with your attorney or advisor can always be an informative exercise to ensure you understand all sources of your income and your tax liabilities for the prior year. 

We highlights points to consider on your tax return if you are retired. This is a comprehensive checklist of the types of issues that your attorney/advisor should be discussing with their clients who are retired, when reviewing their tax returns from the prior year.