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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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How Much of Your Nest Egg Should be in Annuities?

July 21, 2016

Should more of your retirement income come from annuities? For most of you, part of your retirement income already is delivered as an annuity payment. Social Security is an annuity, providing guaranteed income for life. It also has the bonus of being indexed for inflation. Most economists recommend people purchase immediate annuities with part of […]

The Brexit Panic Subsides

July 14, 2016

If you haven’t signed up yet, there is still time to register for the MoneyShow San Francisco. I’ll be making several presentations, as will colleagues at Eagle Financial Publications. We’ll be at the Marriott Marquis from August 23-25. Free registration is available by calling 800-970-4355 (please mention priority code 041205) or go online to […]

Taxing Social Security Benefits

June 16, 2016

I call them the stealth taxes because people often don’t know about the taxes before getting bitten by them. One of the stealthiest taxes for retirees is the income tax on Social Security retirement benefits. Some aren’t aware of the tax when they retire. Others are exempt from the tax when they retire and don’t […]

Maximizing Medical Expense Deductions

May 20, 2016

Retirees and those near retirement often shortchange themselves on deductions for medical expenses. To be sure, there are obstacles to deducting medical expenses, and most taxpayers can’t clear those hurdles. Yet, many retirees are likely to qualify, and knowing all of the rules ensures you receive the maximum benefits of the law. It is more […]


What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

Making Sure this Year’s Tax Strategies Work

May 19, 2016

Tax planning is harder than ever, especially for many in their 50s and older. That’s because Congress continues to tinker with the tax code. Over the years, many provisions that I call Stealth Taxes were created. The Stealth Taxes include the 3.8% Medicare surtax on net investment income, the Medicare premium surtax, the inclusion of […]

Why You Should Make Charitable Contributions from Your IRA

May 19, 2016

Congress finally delivered good news to individual retirement account (IRA) owners late in 2015. The Protecting Americans from Tax Hikes Act of 2015 (PATH) made permanent the qualified charitable distribution (QCD) from IRAs for taxpayers ages 70½ and older. The QCD, one of the best ways to make charitable gifts, has been in and out […]

The Little-Known Estate Planning Advantages of Revocable Trusts

May 19, 2016

Many estate planners recommend revocable Living Trusts to their clients. Often simply called living trusts, the tool has been around for centuries. Despite its longevity, many people don’t realize the many advantages of using living trusts in their estate plans. Usually living trusts are recommended as a way to avoid probate, and they are one […]

Estate Planning

Estate Planning Strategies for Navigating the Kiddie Tax

May 19, 2016

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 […]

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