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

Income Tax Planning in Retirement

Related Income Tax Planning in Retirement Topics

Capital Gains & Investments for Seniors

Tax Deductions and Retirement

Found 137 Articles.
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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 […]

charitable-deduction-rules

Charitable Deduction Rules

January 1, 2006

Large charitable gifts require extra detail on your tax return. When a contribution of property is between $500 and $5,000, details must be provided about the gifts on Section A of Form 8283. When the value exceeds $5,000, a qualified appraisal must be included. Complete details about the reporting requirements are in IRS Publication 561 […]

How to Ensure Your House Move is Legal

December 1, 2005

Moving is becoming harder than ever. I’m not referring to the significant expense and work needed to transport your goods from one home to another. That hassle and cost could be a drop in the bucket. The real problem is convincing the different states involved that you really have moved. Because of aggressive and contradictory […]

elements-of-retiree-tax-reduction-plan

Elements of Retiree Tax Reduction Plan

November 1, 2005

Most retirees were misinformed about taxes. They were told that their income tax rates would decline in retirement. The unfortunate truth is that for many people, income tax rates stay the same or rise after retirement. In fact, retirees often face the highest marginal tax rates (the rate on the last dollar of income earned) […]

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 […]

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