Taxes in Retirement
Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
Found 453 Articles.
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Commodities are the Big News in a Quiet Week
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
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 […]
How Much of Your Nest Egg Should be in Annuities?
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
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 robertcarlson.sanfranciscomoneyshow.com. […]
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Taxing Social Security Benefits
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
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 […]
Making Sure this Year’s Tax Strategies Work
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
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 […]
