Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Income Tax Planning

Related Income Tax Planning Topics

Capital Gains & Investments

Deductions

Found 102 Articles.
Get access to 140 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

where-to-invest

How to Put Investments in the Right Places?

January 1, 2006

With today’s tricky tax law, the account in which you hold an asset can be as important as which assets you own. Unfortunately, too little attention is paid to the issue of which accounts should hold which investments. Most of us have more than one type of investment account: 401(k)s, traditional IRAs, Roth IRAs, taxable […]

how-to-reduce-the-taxes-due-on-the-sale-of-highly-appreciated-real-estate

How to Reduce the Taxes Due on the Sale of Highly Appreciated Real Estate

October 1, 2005

Many Americans on the coasts or in resort areas are selling homes for far more money than they ever imagined. Their gains often exceed the tax-free limit under federal tax law. In some cases, the home sellers are looking at paying more capital gains taxes than their homes initially cost. There are strategies for reducing […]

how-to-boost-returns-with-year-end-tax-planning

How to Boost Returns with Year-End Tax Planning

September 1, 2005

Don’t wait until later in the year to do year-end investment tax planning. The start of fall is the best time to make and begin implementing your plan. Year-end planning – with accompanying asset sales – will occur later in the year for most people. Mutual funds will do their fiscal year-end sales in late […]

estate-tax-reform-update

Update on Estate Tax Reform

August 1, 2005

There could be big changes in the estate and gift tax law by this fall. The House of Representatives passed a permanent, full repeal of the estate tax. The Senate is not willing to go that far but is likely to pass a bill that repeals the estate tax for all but a small number […]

end-of-the-amt

End of the AMT?

July 1, 2005

The Alternative Minimum Tax might be nearing its end. Powerful U.S. senators announced their plan to pass a termination of the AMT by the end of 2005. If they are successful, many middle class and upper middle class Americans will breathe easier. But even if the senators are successful, you still must fear getting trapped […]

how-to-maximize-retirement-community-write-offs

How to Maximize Retirement Community Write Offs

June 1, 2005

Two surprises await many new residents of the popular continuing care retirement communities. These surprises are two tax issues that are different from those the residents are used to. Most of these comprehensive retirement communities provide a combination of residential services and medical care. The communities usually include at least independent living, assisted living, and […]

how-to-find-the-highest-after-tax-yields

How to Find the Highest After-Tax Yields

May 1, 2005

The highest-yielding investment might not pay you the highest after-tax income. That is because of the different tax rates created by the 2003 tax law. Investors who seek the highest yield following the old rules might have less cash to spend than they could have. Interest from bonds, certificates of deposit, money market funds, real […]

is-it-better-to-pay-taxes-now

Is It Better to Pay Taxes Now?

April 1, 2005

Tax planning was turned on its head by the last couple of tax laws. Several key planning rules need revisions for those who want to maximize after-tax wealth. One of the oldest tax planning rules is that it is better to defer a tax whenever possible. Paying taxes tomorrow is better than paying them today. […]

Log In

Forgot Password

Search