Retirement doesn’t always simplify your taxes. With multiple income sources—Social Security, pensions, IRAs, brokerage accounts—comes added complexity and opportunity. This guide from Greenbush Financial Group explains how to manage taxes strategically and preserve more of your retirement income.

Social Security benefits can be taxable at the federal level—and in some states. Should you withhold taxes directly from your benefit or make quarterly estimated payments? This guide explains your options, deadlines, and strategies to avoid IRS penalties.