Taxes in Retirement
Related Taxes in Retirement Topics
Capital Gains & Investments for Seniors
Income Tax Planning in Retirement
Tax Deductions and Retirement
Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
Found 185 Articles.
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Retirement Tax Strategy: Are You a Trader or Investor?
Retirees often earn most of their income from their investments. As such, interest, dividends and capital gains often pay the bulk of their expenses. Some retirees devote so much time and attention to their investment portfolios that they believe investing has become their job or business. And that begs the question: Can a retiree – […]
How to Maximize Charitable Giving Tax Benefits in the New Tax Reform Law
Many savvy taxpayers will change their charitable giving strategies… now that they’ve had time to process the Tax Cuts and Jobs Act of 2017. For years I’ve advised that writing checks to charities each year, or more frequently, is an inefficient way to donate. It’s even less efficient now. The latest tax law made several […]
2017 Tax Reform: A Game Changer for Retirement? (Part 2)
Editor’s Note: This week, we’re continuing our deep dive into the Tax Cuts and Jobs Act of 2017. Click here to get caught up on Part 1 of our story: The 2017 Tax Reform Law and Your Retirement Finances Some readers are asking about the charitable contribution deduction, of which there are a few changes. […]
The Complete Retirement Finance Guide to New Tax Law Changes in 2018
It’s the #1 burning question on my readers’ minds these days… What are the most important individual income tax changes I need to know in the Tax Cuts and Jobs Act of 2017? (It was signed into law in late December) First off, most of the individual income tax changes are in effect from 2018 […]
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Which States Are the “New Best” Retirement Tax Havens?
Taxes, especially when all types of taxes are added together, are one of the largest expenses of most retirees. State and local taxes are a big portion of the taxes paid, and many people don’t realize the total they’re paying in all those taxes. Of course, some states are considered high-tax states and others are […]
How to Navigate the “Kiddie Tax”
Shifting assets and income to your children and grandchildren can provide many benefits, including tax benefits. That’s why Congress set up hurdles to keep you from enjoying all the potential tax benefits. When planning gifts of investments to your loved ones, be aware of the Kiddie Tax. This tax was created in 1986 to reduce […]
Understanding the Rules of IRA Contributions
Contributing to an individual retirement account (IRA) is an action that every account holder should be familiar with and comfortable doing. While, on the surface, contributing may seem like a simple enough part of managing an IRA, it is actually an incredibly important pillar of the retirement finance sector. As an experienced IRA owner can […]
Closing the Door to Your Greatest Fraud Risk
The recent headlines about the theft of tens of millions of personal information from health insurer Anthem shouldn’t have been a surprise, and it is the type of action you should expect to hear about regularly. Your greatest risk of being scammed or having your identity stolen might be one you don’t suspect. The big […]