Taming the tax tangle if you’re retiring soon | Hoberman & Lesser

Taming the tax tangle if you’re retiring soon | Hoberman & Lesser

Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of tax considerations. Planning carefully can help you minimize tax bills. Below are four steps to take if you’re approaching retirement, along with the tax implications.