In this guide
What tax questions should I be asking?
Know what accounts you have
Create a list of retirement accounts and other income sources. Use account statements to record their exact types, and keep the documents somewhere secure.
Identify upcoming decisions
Tell your tax professional about planned retirement dates, withdrawals, account moves, or other changes. Ask which rules and filing considerations apply before acting.
Check current official guidance
The IRS retirement plans hub links to information about IRAs, contribution limits, required minimum distributions, and life events. Use current IRS guidance and qualified tax advice for your own situation.
Keep learning from official sources
Use official guidance for current rules and your personal circumstances.
Internal Revenue Service — Retirement plans (opens in a new tab)For general education and conversation preparation. This is not individualized financial, investment, tax, legal, or insurance advice. Talking Turning 65 is a private resource, not a government agency. Read our disclosures.