In the News

Title

Devising a Tax Strategy After the Paycheck Is No More

Document Type

Article

Publication Date

3-4-2016

Abstract

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.