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- Title
Tax and Financial Retirement Strategies.
- Authors
Kess, Sidney; Revels, James A. J.; Grimaldi, James R.
- Abstract
The article presents the several tax and financial strategies that occur in the retirement planning involving Social Security benefits and retirement plan savings, residence, and health and Medicare. These include the filing of the Voluntary Withholding Request form for voluntary withholding of Social Security benefits, the penalty in the withdrawals from qualified retirement plans, and the deduction of unreimbursed medical expenses medical expenses and Medicare premiums.
- Subjects
UNITED States; RETIREMENT planning; SOCIAL security laws; WITHHOLDING tax policy; INCOME tax deductions for medical expenses; MEDICARE
- Publication
CPA Journal, 2016, Vol 86, Issue 9, p16
- ISSN
0732-8435
- Publication type
Article