Managing Taxes in Retirement
#21
From Fidelity:

Quote:There’s a good chance you’ll have fewer scheduled obligations post-retirement. But there’s one that’s very likely to remain: Dealing with annual taxes. And once you stop working, your taxes may get even more complicated—and possibly even more costly.

avoid-tax-surprises-in-retirement
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#22
From Yahoo Finance:

retirees-save-2025&2026-tax-bill-193000596
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#23
(03-12-2026, 11:16 AM)bee Wrote: From Fidelity:

Quote:There’s a good chance you’ll have fewer scheduled obligations post-retirement. But there’s one that’s very likely to remain: Dealing with annual taxes. And once you stop working, your taxes may get even more complicated—and possibly even more costly.

avoid-tax-surprises-in-retirement
@bee,  thank you.  Lot of good information to consider for tax planning.
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