Retirement

Tax considerations are important when planning for retirement or beginning retirement. 401(k), IRA, stock options, Social Security, pensions, annuities and other types of retirement planning are the most common forms that many Americans will encounter. However, the tax treatment of these different retirement products will often vary greatly.

There are special rules about:

  • Rolling over your 401(k) to an IRA
  • Tapping your pension savings
  • Tax-smart ways to handle company stock that has appreciated in value.
  • How Social Security benefits are taxed
  • Withdrawing from IRA and 401ks

These are just a few of the things that retirees will have to worry about.  The following links are part of a growing collection aimed at helping reduce taxes and maximize the tax efficiency of investments during retirement:

 

More information on retirement taxes will be updated on this website as information becomes available.