I’m a Financial Planner: 4 Tax Moves Retirees Often Regret Not Making
Yahoo Finance·2026-02-14 17:17

Smart tax planning doesn’t end when you retire. If anything, it takes on added importance when you’re on a fixed income and have fewer opportunities to boost your finances. Not making the right tax moves can be a costly mistake that lasts throughout your retirement. Here are four tax moves retirees often regret not making, according to financial planners. Also see nine strategies to minimize the taxes you pay on retirement savings. Roth Conversions One move to consider making in retirement is converti ...