Taxes in Retirement
Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
Found 440 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
The Tax Smart Way to Sell Stock & Fund Shares in Retirement
Far too many investors give the IRS far too much of their money. Why? Because they don’t know a few simple rules. Chances are, you already know the basics of computing capital gains taxes when you sell shares, stocks and mutual funds. You have a gain or loss that is determined by subtracting your tax […]
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 […]
Saving Your Charitable Contribution Deductions from Tax Reform
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
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 […]
SUBSCRIBE TO RETIREMENT WATCH SPOTLIGHT SERIES
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more.
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 […]
How the New Tax Law Shakes Up Your Retirement Finances
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
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 […]
