Devising a Tax Strategy After the Paycheck Is No More
Wade D. Pfau
This tax season was the first in which Charlie Clark, 64, filed his return with his newly attained status: retiree.
Mr. Clark almost always prepared his family’s tax return, but when he ran the numbers through TurboTax last month, he was pleasantly surprised.
Siegel Bernard, Tara, "Devising a Tax Strategy After the Paycheck Is No More" (2016). In the News. 1091.