Retirement Watch Lighthouse Logo

Taxes in Retirement

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

Found 454 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

The Facts About the 28% Tax Rate on Gold and Collectibles

March 27, 2023

The tax code doesn’t treat all investments the same. Investment assets designated as collectibles, such as gold, are treated less favorably than many others. The following are listed as collectibles in the tax code: any work of art, any rug or antique, any metal or gem, any stamp or coin, and any alcoholic beverage. The […]

tax

The Four Ways You Can Make Tax-Free Gifts

March 19, 2023

Gift giving is an essential strategy in many estate plans. When done properly, gifts reduce lifetime income taxes and reduce or eliminate estate and gift taxes. Through gifts, you help loved ones today, and see the benefits of that help, instead of having them wait to inherit. To optimize gifts, know how to minimize gift […]

Estate Tax

Know the Tricks and Traps of the ‘Wash Sale’ Rules

March 12, 2023

Few taxpayers were interested in or needed to know the “wash sale” rules, until recently. When stock prices rose steadily, the wash sale rules didn’t come into play. The rules matter only when investors sell stocks at losses. That’s why the wash sale rules have been more important since 2021. The wash sale rules were […]

Know the Tricks and Traps of the ‘Wash Sale’ Rules

February 20, 2023

Few taxpayers were interested in or needed to know the “wash sale” rules, until recently. When stock prices rose steadily, the wash sale rules didn’t come into play. The rules matter only when investors sell stocks at losses. That’s why the wash sale rules have been more important since 2021. The wash sale rules were […]

SUBSCRIBE TO Lifetime Retirement Protection Program

Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.

Yes, Your IRA Could Be Taxed, Even a Roth IRA

January 31, 2023

Years ago, a pension plan acquired an interest in a spaghetti factory. A consequence of that episode is your IRA might owe income taxes on some of its investment income. Other spaghetti manufacturers said it wasn’t fair they had to compete with a business owner who was tax-exempt. Eventually, Congress agreed and enacted the unrelated […]

how-to-maximize-charitable-giving-tax-benefits-in-the-new-tax-reform-law

7 Strategies to Reduce Taxes & Beat Inflation in Retirement

January 22, 2023

For many people, reducing taxes is the easiest, fastest way to increase investment returns, put a retirement plan back on track, beat inflation and enhance retirement security. Retirees and pre-retirees often leave a lot of money on the table for the IRS to scoop up because they don’t execute the key tax reduction strategies that […]

Use the Tax Code to Overcome Inflation and Investment Losses

January 20, 2023

One of the best ways to increase the value of your nest egg is to give a higher priority to reduce taxes on investments. Most people don’t realize how great their investment tax burdens are or believe there isn’t much they can do about it. Taxes often reduce investment returns more than fees do, according […]

how-the-new-tax-law-affects-homeowners

Retiree Tax Havens: Which States Really Are the Best

January 1, 2023

Lower state and local taxes are major motivations for many Americans who move to different states. But some of them will be surprised because they didn’t fully analyze the state taxes. Taxes are one of the largest retirement expenses, especially when all types of federal, state and local taxes are added. Before moving, consider all […]

Log In

Forgot Password

Search