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Laura Beck

Tax Season Checklist Smart Seniors Must Do Now

Social Security IRS IRA

imtmphoto / Shutterstock.com

Tax season is a whole different beast when you’re retired. No W-2 from an employer. No automatic withholding from a paycheck. Just a pile of forms and some decisions to make before April.

Brian Zink, CEO and founder of No Upfront Tax Relief, has seen every mistake seniors make during tax season. His advice? Start organizing now, not the week before your appointment.

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