tax planning for retirement

Four Tax Challenges You May Encounter If You’re Retiring Soon

May 30th, 2023|Categories: Accountant, are social security benefits taxable, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Retirement, Services, Tax, Tax Advisor, Tax Planning, The Burns Firm|Tags: cpa near me, Minimum Distributions, Planning for Retirement, Retirement, social security benefits, Social Security Benefits and Retirement, tax advisor, Tax and Retirement, tax planning for retirement, The Burns Firm|

Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of [...]

Retiring Soon? 4 Tax Issues You May Face

June 29th, 2021|Categories: Accounting, Burns Firm, Estimated Tax, Retirement Plan, Tax, Tax Credits, Tax Cuts, Tax Deductions, Tax Planning, Tax Preparation, Tax Return|Tags: CPA Dallas, cpa near me, Dallas CPA, do I need to take required distributions, do I need to worry about taxes after i retire, Retirement, retirement age, retirement and tax, tax planning for retirement, tax returnpreparation, The Burns Firm, what is retirement age, when should I retire, working after retirement|

If you’re getting ready to retire, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four tax and [...]