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Financial experts discussed the fourreasons retirees should use accountants in 2025.
If you dont understand these laws, you could accidentally break one.
Itll penalize you for an error, however innocent it is.
An accountant has the intellect and know-how to help you avoid messing up important information.
But Do You Really Need a CPA If You Cant Afford It?
Weve highlighted the four reasons retirees should use accountants, but what if money is really tight?
If thats the case, you might be able to safely skip this expense.
Emphasis on the word might.
It depends on how complicated your finances are and how much money youre reeling in.
The complexity of a retirees financial situation often determines whether they need a CPA, DiSanto said.
A CPA can help navigate capital gains, dividends and other considerations to maximize efficiency.
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