The only thing worse than the monotonous task of preparing your tax return, or preparing your CPA to prepare your tax return, is doing it again on an amended return. We work with retirees to help maximize income, minimize taxes and plan their estate. Below are the six most common mistakes we see retirees make when seeking to minimize their lifetime tax burden.
Meet John and Linda. They are a newly retired fictional couple. We will use their story to illustrate, and help you prevent, some of the following mistakes.
