
Congratulations! You've retired. You're free to spend your time as you like. Life should be simple.
But, of course, many parts of it are more complicated. You no longer have health insurance provided by your employer. Instead, you have Medicare and must decide on what Medigap policy and Medicare drug plan to sign up for. And should you save money by joining a Medicare HMO?
And then we come to tax planning. One client recently asked advice on how to minimize taxes given than he has income from the following sources:
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