As A Retiree What Issues Should I Consider When Reviewing Tax Return?

Reviewing a client’s tax return can be an informative exercise to ensure AWM understand all sources of their income and tax liabilities for the prior year. This is true for existing clients with whom we have been working and is especially true for new clients as a way to familiarize ourselves with their situation.

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In this checklist, we highlight points to consider on our client’s tax return if they are retired​

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This is a comprehensive checklist of the types of issues that advisors should be discussing with their clients who are retired when reviewing their tax returns from the prior year.

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