The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Plan for the things you can protect against, like a loss of income due to illness or injury.
A change in your mindset during retirement may drive changes to your portfolio.