Tax Memo – Seniors and Retirees – This Memo’s For You

My Retiree and Senior client base continues to grow, and with that comes special tax planning needs.

There is so much information out there on taxes and from so many different sources. This memo attempts to bring much of that into one easy-to-access place. 

Please share this with your senior and retiree colleagues and those who will be in the near future.

As always, reach out to me immediately with any income tax related questions. 

Retirement Income Special Rules


Helpful Publications Withholdings


 Click here to request a consultation or ask me a question.

Please reach out to me without hesitation with any tax, business or accounting question, and to schedule a consultation.

Tax Laws are complex.

It is very easy to make mistakes that can incur penalties.

Do you have a Tax, Accounting or Business Question?

Is your CPA or Attorney ignoring you?

Call Me Immediately. (732) 673-0510.


“If We Aren’t Working For You, Then You Aren’t Working At Your Best”

Chris Whalen, CPA
(732) 673-0510
79 Oak Hill Road
Red Bank, NJ 07701



  #irs #cpa #taxes #seniors #retirement #retiredlife

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About the Author:

I’m Chris Whalen, CPA. For over twenty-five years I have been the owner and Managing Member of a Certified Public Accounting and Business Advisory firm providing a full range of income tax, accounting and advisory services for individuals and businesses. I am licensed in all states and serve clients throughout the country but extensively in Red Bank, Middletown, Rumson, Colts Neck, Holmdel, Monmouth County and Ocean County.