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Taxes

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Tax Materials Checklist

Whether you prepare your own tax return or work with a certified public accountant, gathering everything you will need may feel overwhelming.  This list covers all the major items you will want to have on-hand before you start.

Ask the Money Dr.

Doctor

My wife and I will both retire next year at 64. Her Social Security is about $12,000 and mine is about $24,000. We will also be drawing about $50,000 out of our IRAs... Read Answer