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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 440 Articles.
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The Retirement Advantages of Health Savings Accounts

April 1, 2015

There’s an advantage in the medical insurance changes of the last few years, and few people are maximizing it. The Afford-able Care Act of 2010 of course changed insurance for pre-retirees, whether they buy individual policies or have employer-provided coverage, and you need to know how to use the changes to your advantage. The major […]

Planning 2015-2016 With Your 2014 Tax Return

March 1, 2015

Don’t close your 2014 income tax return files just yet. You should use that tax return to plan for the rest of this year and 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 one […]

Knowing When to Convert an IRA

February 1, 2015

Too many people are told that because they are seasoned IRA owners, they’re too old to convert a traditional IRA to a Roth IRA. Converting a tradition-al IRA to a Roth IRA can be a good idea at any age, if the circumstances are right. Unfortunately, I still hear from too many people who were […]

Maximize Medical Expense Write Offs

February 1, 2015

Retirees and those near retirement often shortchange themselves when computing medical expense tax deductions. Few taxpayers deduct medical expenses because of tax code changes over the years, but the deductions aren’t eliminated. There’s a good chance that if you’re reading this you aren’t maximizing this tax break. To deduct medical expenses, you have to itemize […]

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Closing the Door to Your Greatest Fraud Risk

January 1, 2015

Your greatest risk of being scammed or having your identity stolen might be one you don’t suspect. The big headlines are generated when information thieves access the databases of major retailers or other well-known businesses. But the headlines are behind the times. Medical records are the latest hot target of information thieves. A medical record […]

Facts and Myths About Social Security

January 1, 2015

Almost everyone has a Social Security number and is eligible for Social Security benefits. Yet, survey after survey indicates people know little about the program and their benefits. Also, much of what people think they know is wrong. Let’s took a look at some key misunderstandings and oversights about the program. Understand benefit statements. The […]

Roth Accounts: Not Only for the Young

December 1, 2014

Roth IRAs aren’t very old, but they al-ready spawned some rules of thumb. The most common rule of thumb for Roth IRA is that they’re for relatively younger people. Unfortunately, this rule of thumb is the result of some good research that is distorted and misapplied. It’s causing many people to not use Roth IRAs […]

A Look at the Highest Income Tax Returns

November 26, 2014

You can learn a lot from a summary of the 400 tax returns reporting the highest incomes. The IRS recently released those returns for 2010. The information is a little dated, but you still can learn a lot. The key takeaways are that the highest earners receive more than half their income for the year […]


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