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The TurboTax Blog > Retirement Accounts and Savings

Retirement Accounts and Savings

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Tax Planning

Real Talk Series: I’m Planning on Retiring This Year. What Should I do to Prepare for Next Tax Season?

May 19, 2017 July 24, 2019 / TurboTaxLisa
Real Talk Series: I’m Planning on Retiring This Year. What Should I do to Prepare for Next Tax Season?Congratulations on your decision to retire this year! I’m sure you have worked hard and deserve to enjoy this new chapter in your life. I’m so glad you asked this question, because whether you decide to travel, relax, or consult on...

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Tax Planning

Tax Tips for Retirees

March 22, 2017 / Ginita Wall, CPA, CFP®
Tax Tips for RetireesWhen you retire, your life changes, and your tax situation changes as well. Here are tips to make retired life less taxing and more relaxing. Think before you commingle retirement accounts. Although rolling all your retirement accounts into one giant...

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Tax Planning

6 Tips to Help You Plan for Next Tax Season Now

January 25, 2017 / TurboTaxBlogTeam
6 Tips to Help You Plan for Next Tax Season NowThe tax season is under way and if you have already filed your 2016 taxes ,congratulations! So wait, why should you still care about your 2017 taxes (the ones you will file in 2018)? Believe it or not, what you...

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Tax Planning

How Cutting Your Monthly Subscriptions Can Help You Save

January 18, 2017 / Elle Martinez
How Cutting Your Monthly Subscriptions Can Help You SaveNo matter the time of year, it’s always smart to look at your budget to make sure it’s helping you reach your goals. If you’re looking for a painless way to save money every month, a good place to start is reviewing...

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401K, IRA, Stocks

Retirement Doesn’t Have to be Scary, Here Are 7 Ways You Can Prepare

November 29, 2016 / Jim Wang
Retirement Doesn’t Have to be Scary, Here Are 7 Ways You Can PrepareThe idea of retirement, something decades away, can be scary. What if you make a mistake today that prevents you from retiring when you want to? What if the stock market tanks again? What if… the list goes on and...

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Income and Investments

Small Business Retirement Plans for the End of Year

November 26, 2016 / Winnie Sun
Small Business Retirement Plans for the End of YearSmall business owners often manage their own human resources, which includes figuring out what to do about retirement savings plans. Faced with an array of complex, and sometimes expensive, savings plan choices, it’s tempting to not offer a program. But,...

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401K, IRA, Stocks

What You Need to Know About 401(K) Early Distributions and Taxes

August 19, 2016 / Jim Wang
What You Need to Know About 401(K) Early Distributions and TaxesIf you’ve been a diligent retirement saver, you may have amassed an impressive nest egg in your 401(K). There are some cases where making an early withdrawal from your 401(K) makes sense and many cases where it could hamper the...

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Tax Planning

Six Ways to Reduce Your Taxable Income

May 9, 2016 / Ginita Wall, CPA, CFP®
Six Ways to Reduce Your Taxable IncomeIf you paid way too much in taxes this year, I have a simple solution for you – reduce your taxable income, and you will reduce your taxes. But before you tell your boss you are quitting to save taxes,...

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Tax Planning

Five Tax Tips for the New Year

January 1, 2016 July 8, 2019 / Ginita Wall, CPA, CFP®
Five Tax Tips for the New YearHappy New Year! This is a time of resolutions for the new year – and taxes for the past year. As we head into January, it’s time to think about filing your tax return. Here are five tips to make this year’s...

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401K, IRA, Stocks

New Grads: Now is the Time to Start Saving for Retirement

August 5, 2014 / Philip Taylor
New Grads: Now is the Time to Start Saving for Retirement

Congratulations on graduating college! Have you thought about your retirement? When it comes to saving for your retirement, the earlier you get started, the better off you’ll be.

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  • Goodbye Tax Season! But Wait, What Records Should I Keep? Goodbye Tax Season! But Wait, What Records Should I Keep? April 22, 2019 April 23, 2019 / Philip Taylor
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