Tax season feels different when you’re retired. You’re not chasing W-2s from multiple employers or worrying about 401(k) plan contribution limits anymore. But that doesn’t mean you’re done looking for ways to lower your tax bill.
Middle-class retirees face unique tax situations that most financial advice glosses over. You might be drawing from multiple income sources, paying Medicare premiums or trying to figure out how charitable donations work now that you’re taking the standard deduction.
