Tax Tips for Retirees

We've just wrapped up Tax Relief Week 2016 on We offered investors tips for making the most of tax-sheltered accounts, optimizing taxable holdings, finding tax-efficient investments, and crafting tax-wise portfolios.

Tax Tips

During the week, we asked our retired readers to share any tax-saving strategies they've used in retirement. Strategies for limiting taxes during retirement ran the gamut from selecting tax-friendly investments, converting traditional IRAs to Roth IRAs, giving to charity, and more.



get updates