Did you know that full retirement doesn't end your income tax obligations?
You'll owe income taxes on withdrawals from a traditional IRA or 401(k) plan, and you'll owe taxes on investment income outside your retirement plans (interest, dividends, capital gains, etc.). Also, if your income exceeds a threshold amount, you could owe taxes on your Social Security benefits. Call us for retirement tax-planning help.
As always, feel free to pass this Tip along to friends, and reach out if you need help with your personal tax and finance situation.
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