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Money Matters Tip Sheets

Download and print out these PDFs to help with your financial matters.

Free Lunch Seminar Monitor Program

Attend investment seminars and tell us what you find.

AARP Foundation Tax-Aide

You can get free, face-to-face tax assistance nationwide.

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Who Pays Estimated Tax?

If you sell cookies or rent out a room, you may owe the IRS a quarterly check. read

in the
SPOTLIGHT

Crooked dollar bill - converting IRA to Roth will get you out of mandatory withdrawals, but not out of paying taxes on it

Ask The Experts

Pay Taxes Now or Later?

Converting IRA to Roth will get you out of mandatory withdrawals, but not out of paying taxes on the money. read

New tax deductions guidelines in 2012- uncle sam holding a can with coins in it

What's New for Taxes in 2012?

Expanded 401(k) contributions, other changes may reduce your taxes. read

AARP's free tax aide program

Connecticut

Need a Hand Filing Your Tax Returns?

Free service at more than 90 sites statewide assists low- and moderate-income taxpayers 60-plus with filing tax returns. read

raking in money-IRS Tax Refund Checks

IRS Seeks to Return $153 Million to Taxpayers

Refund checks were undeliverable due to incorrect addresses. Are you on the list? read

Tax Audit E-mail Hoax

The IRS never sends audit notices by e-mail. Don't fall for this scam. read

IRS: 13 Things Every Taxpayer Should Know About Identity Theft

IRS impersonation schemes flourish during tax season; learn how to avoid becoming a victim. read

Get Tax Tips, Forms and Help

Find tax forms and an archive of articles — many from the IRS — covering tips, tax breaks and common tax preparation questions. Do

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Tax form and pencil-tax tips for the unemployed

Seven Tax Tips for Job Seekers

Job hunting? Don't miss these seven tax deductions. read

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Hold On to Tax Paperwork

Keep your tax returns at least three years, the IRS says. read

Are Tax Refund Loans Worth It?

The refund may be faster for you, but be wary. After subtracting interest and fees, you'll get less than you expect. read

7 Ways to Fight a Tax Audit

Consider these tips to reduce your risk of drawing IRS attention and to clear things up quickly if you do. read

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Social Security Benefits and Taxes

Will the IRS take a chunk of my payment? read

AARP
Foundation Tax-Aide

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Learn about the nation's largest volunteer-run tax assistance and preparation service available to taxpayers with low and moderate income, with special attention to those age 60 and older.

Read | Find a Site Near You

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Auto Insurance

The AARP® Auto Insurance Program from The Hartford provides Lifetime Renewability.

Mature Woman in Her Garden

Members can convert their assets into guaranteed income for life with AARP Lifetime Income Program from New York Life.

AARP Visa Credit Card from Chase

Members can make a difference to help end hunger with the AARP® Visa® Card from Chase.

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Pay Down Your Debt Challenge

Join others who are starting their debt-free journey. Discuss

 

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Savings Challenge

Have the gift of thrift? Share your tips.

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