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Taxes in Retirement

Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less

Found 431 Articles.
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How to Maximize Charitable Giving Tax Benefits in the New Tax Reform Law

March 9, 2018

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 […]

Saving Your Charitable Contribution Deductions from Tax Reform

February 20, 2018

Many savvy taxpayers will change their charitable giving strategies after the Tax Cuts and Jobs Act. 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 key changes that can reduce the tax benefits […]

Minimizing Taxes on Sales of Mutual Funds, Stocks

February 20, 2018

The House of Representatives’ version of the 2017 tax reform caused a panic among many tax and financial advisors, because it would have effectively increased capital gains taxes on many investors, especially retired investors. Fortunately, the change didn’t make it into the final law. Savvy investors retain some control over the amount of taxes they […]

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2017 Tax Reform: A Game Changer for Retirement? (Part 2)

February 2, 2018

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. […]

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The Complete Retirement Finance Guide to New Tax Law Changes in 2018

January 26, 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 […]

How the New Tax Law Shakes Up Your Retirement Finances

January 23, 2018

The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and corporations. It also makes changes to numerous other exemptions, deductions, credits, and strategies. In this Retirement Watch Spotlight Series seminar Bob Carlson reviews in detail the key provisions of the law. You’ll learn about the changes to IRAs, estate taxes, investments, […]

The 2017 Tax Reform Law and Your Retirement Finances

January 16, 2018

Let’s start this issue with the important individual income tax changes you need to know in the Tax Cuts and Jobs Act of 2017, which was signed into law in late December. The estate planning and IRA changes are in another article in this issue. Most of the individual income tax changes are in effect […]

IRA Rollover

Tax Reform and Your Retirement Finances

December 21, 2017

The Tax Cuts and Jobs Act of 2017 has made it through Congress and soon will be signed into law by President Trump. There’s a lot of detail in the new law. It’s the most comprehensive change to the tax code since the Tax Reform Act of 1986. Here, I will review what you need […]

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