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Year-End Tax-Planning Strategies for Older Adults

Key Takeaways Fall is a great time to project current year (2026) taxes that are due next April (2027). Why? Because a pretty good estimate of income and tax deductions can usually be made by the 4th quarter and there is still time to make adjustments …

Key Takeaways Fall is a great time to project current year (2026) taxes that are due next April (2027). Why? Because a pretty good estimate of income and tax deductions can usually be made by the 4th quarter and there is still time to make adjustments (e.g., increase or decrease tax withholding). A key goal […]

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