This week’s article offers up a good recap to the changes in the tax laws that have come into play for the first time with 2020 returns whose filing deadline is now May 17, and also changes that acknowledge that COVID impacted the finances of many of us. You might want to take a glance at the list in this article just in case they bring to mind topics you will want to talk to your tax preparer about, or questions you have about money you’ve withdrawn. You can also call us if you have any questions about your income during retirement. We are always here to help.
It’s That Time Again
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This commentary was created by a third-party for the Agent’s use. NTM 08-27.