Published February 2024

With the constant change of tax laws, it's important to stay current with the latest guidance. 

Whether you prefer to file your own taxes or rely on help from a trusted financial advisor, this guide can help you understand the tax benefits and deductions that are available to older adults.

Inside this guide, you’ll get a detailed overview on:

• How to take advantage of tax deductions

• Medical and dental
• Selling your home
• Traditional IRA Contributions and Distributions
• Investment Income
• Charitable Income

• What has changed from previous tax years?

• How to avoid tax scams

• Tax documents to bring to an appointment with your tax preparer

• How long to hold on to tax documents

We hope you find the Tax Relief for Older Adults guide helpful. Kendal at Oberlin is a vibrant senior living community in Oberlin, Ohio.