5 Steps Retirees Can Take Now to Reduce Tax Bill Later- Pro Series Q&A

5 Steps Retirees Can Take Now to Reduce Tax Bill Later- Pro Series Q&A

Have you recently retired or are you retiring this year?

Greene-Lewis provides some advice for retirees on pensions, IRAs, the gig economy, self-employment, and more.

Read the full Q&A below or watch the video above.

How can you reduce your tax burden?

Tracy Byrnes: Many people are forced to retire because of work situations. A lot of people choose to be ready, and I don’t blame them sometimes. Lisa Greene-Lewis, TurboTax expert and CPA, joins us now to talk about the things retirees should and can do to minimize their tax burden in April. And one of the things you say, Lisa, is to think about a lump-sum benefit from a retirement plan.

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