About CT Retirement Tax
Plain-English guides and tax planning for Connecticut retirees and their families, published by Summer Associates in Stamford.
Who publishes this site
CT Retirement Tax is an educational resource published by Summer Associates Tax Services, a tax and advisory firm in Stamford, Connecticut, serving clients for over 35 years. Our practitioners are enrolled agents, enrolled to practice before the Internal Revenue Service. We built it because retirees and pre-retirees face a specific set of tax questions that general-purpose tax sites rarely answer in depth. When a reader needs help applying a strategy, we invite them to contact Summer Associates.
Editorial standards
- Each guide lists the sources it relies on, with links to IRS guidance, the statute, or other published references.
- Content reflects federal and Connecticut law as of 2026-11-15.
- We explain risks and disqualifying facts as plainly as the benefits. If a strategy only works for a narrow set of taxpayers, we say so.
- Content is general education, not individualized advice. Reading it does not create a client relationship.
Read our full editorial policy.
What Summer Associates does for retirees and pre-retirees
- Multi-year Roth conversion and RMD projections that show the federal and Connecticut tax year by year
- QCD and charitable giving strategy, so gifts from your IRA can count toward your RMD and stay out of AGI
- Medicare IRMAA planning that times income around the premium tiers, including help preparing life-changing-event requests on Form SSA-44
- Estate tax returns, including portability elections on Form 706 that can carry a deceased spouse's unused exemption to the survivor
- Gift tax returns and five-year 529 superfunding elections that can move education savings outside your estate
Contact Summer Associates
Our office is in Stamford, convenient to clients throughout Fairfield County, including Greenwich, Darien, New Canaan, Norwalk, Westport, and Fairfield.
Summer Associates Tax Services
48 Union St, #1C, Stamford, CT 06906
(203) 327-4311 · info@summertax.com
Other sites from Summer Associates
- CT Landlord Tax · Real estate investor tax
- CT Contractor Tax · Contractor & trades tax
- CT W-2 Tax · W-2 employee tax
- CT Practice Tax · Professional practice tax
- CT E-commerce Tax · E-commerce seller tax
- CT Restaurant Tax · Restaurant & hospitality tax
- CT Startup Tax · Startup founder tax