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