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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 447 Articles.
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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 […]


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.

Winning the War on Stretch IRAs with Correct Estate Planning

May 5, 2016

Preserving IRA wealth for children and other younger beneficiaries is a goal of many people. That’s because a large percentage of their wealth is in IRAs and other qualified retirement plans. Two forces, however, stand in opposition to that goal and need to be defeated. One force is the required minimum distributions (RMDs). After age […]

Tax Links

April 29, 2016

Individual Retirement Accounts: Brentmark Software’s site and CPA Ed Slott’s web site Uncle Fed’s Tax Board: Comprehensive links to tax sources. Taxes for Investors State taxes: Here are several links to help research state and local taxes: comprehensive links to federal and state tax sources. official sites of the state tax administrators. Includes […]

Closing the Door to Your Greatest Fraud Risk

April 3, 2016

The recent headlines about the theft of tens of millions of personal information from health insurer Anthem shouldn’t have been a surprise, and it is the type of action you should expect to hear about regularly. Your greatest risk of being scammed or having your identity stolen might be one you don’t suspect. The big […]

Planning This Year with Last Year’s Tax Return

April 3, 2016

Don’t close last yera’s4 income tax return files just yet. You should use that tax return to plan for the rest of this year and even next year. Tax planning should be a year-round activity these days, and last year’s tax return is the best place to start. The federal income tax return also is […]


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