Money and Taxes for Seniors

Get tax tips for seniors; learn about CDs and other ways of saving money; and more.

• 66 Ways to Save Money
• AARP Tax-Aide Programs
• Certificates of Deposit (CDs) – Tips for Savers
• Common Errors Made by Taxpayers 65 and Older
• (.PDF | requires Adobe Acrobat Reader )
• Credit for the Elderly or Disabled
• Does the Government Owe You Money?
• Employer Bankruptcy: How Will it Affect Your Employee Benefits?
• Estate and Gift Taxes
• Individual Retirement Arrangements (IRAs) – Publication 590 (.PDF | requires Adobe Acrobat Reader )
• Investing Wisely
• IRS Answers “What Ifs” of an Economic Downturn
• Older Americans Tax Guide – Publication 554
• Pension and Annuity Income – Publication 575 (.PDF | requires Adobe Acrobat Reader )
• Retirement Estimator
• Reverse Mortgages for Seniors
• Social Security Retirement Benefits – Apply Online
• Tax Counseling for the Elderly
• Tax Facts for Seniors with a Change in Marital Status Brochure (.PDF | requires Adobe Acrobat Reader )
• Top 10 Ways to Prepare for Retirement