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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 435 Articles.
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New Rulings Show Importance of Checking IRA Beneficiaries

November 10, 2016

A series of recent IRS rulings shows how important it is to review carefully your IRA beneficiary designations. The rulings show that your will and other documents don’t matter. Only the beneficiary designation form on file with the IRS custodian or trustee matters to the IRS. In the rulings, an IRA owner had IRAs at […]

IRS Announces 2017 Estate, Income Tax Adjustments

November 10, 2016

The IRS announced the inflation-indexing of many tax provisions for 2017. The lifetime estate and gift tax exemption will increase to $5,490,000 from $5,450,000 for the estates of those who pass away in 2017. That gives married couples a potential joint exemption of $10,980,000. The annual gift tax exclusion remains at $14,000 in 2017, where […]

Timing Your Investment Sales, Gifts and More

October 13, 2016

We’re heading into the end of the year. For many people, this is an opportunity to minimize your income taxes for the year, especially capital gains taxes. Actions you take, or don’t take, the rest of the year could have a substantial impact on your 2016 tax bill. Before we dive into the details, keep […]

Negative Surprises in the Economic Data

September 22, 2016

Markets are more volatile after a placid summer, and the economic data are a major cause. The recent economic data has been full of negative surprises, reports that are not as good as investors expected. Early in the summer it appeared that manufacturing had found its low point and might even start recovering. But most […]

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IRS Curbs Some Estate Planning for Taxes of the Wealthy

September 15, 2016

The IRS never has liked estate planning strategies that result in what are known as valuation discounts. In August, it issued proposed regulations that would curb many of these strategies. Only a small number of estates will be affected by the new rules, since most estates avoid the federal estate and gift tax. After indexing […]

IRA Contributions

Understanding the Rules of IRA Contributions

September 2, 2016

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 […]

Commodities are the Big News in a Quiet Week

July 28, 2016

It was a quiet week overall. Most investment markets didn’t move a lot. The economic data was consistent with expectations. The politicians have been wrapped up in their conventions this week and much of the major media joined them. For investors, the big news in my opinion has been in commodities. After a substantial rise […]

The Tricks and Traps of Taxes on Gold Investments

July 21, 2016

Gold is on investors’ minds again. The bear market that began in 2011 is over, and gold was up more than 28% in the first half of 2016. Gold could rise higher because of the consequences of Britain’s vote to leave the European Union and the potential for central bank mistakes. Before adding gold to […]

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