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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 Smart, Easy Way of Charitable Giving

November 1, 2014

Two refrains are quite common among taxpayers as the year draws toward its close. One, of course, is the inquiry for deductions and other strategies that will reduce their tax bills before the end of the year. The second refrain is to ask which charities should receive contributions for the year. There’s a tax planning […]

Beating the Retiree Tax Surprise

November 1, 2014

The granddaddy of all the stealth taxes continues to thrive, snaring more taxpayers each year. Though designed to hit only the wealthiest taxpayers, it now is imposed on many others, and its prime payers often are those in or near retirement. The Alternative Minimum Tax (AMT) essentially is a second tax system. You compute your […]

Tax-Friendly States for Retirees

September 26, 2014

Kiplinger’s has sifted through state tax laws and come up with its list of the most tax-friendly states for retirees. You might find surprises. Florida, for example, only comes in 10th. The story also has a link to the 10 worst states for retirees. Be careful when using its list. It only covers how the […]

Staying in the 15% Tax Bracket for Life

July 1, 2014

Retirees often are blindsided by high tax bills. Retirees are the targets of many of tax increases, though they aren’t explicitly named. Instead, Congress enacts stealth taxes that quietly drain cash from retirees. Fortunately, you can fight back. Retirees have more control over their tax burden and more flexibility than most taxpayers, especially when you […]


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.

Reducing Taxes on Mutual Funds

May 1, 2014

Mutual funds seem easy, and most investors believe they understand funds. But the income tax rules for funds are more involved than many people realize. Knowing the nuances of the rules is important. Taking different actions or changing their timing could improve your after-tax returns by a significant amount and preserve more of your nest […]

Surprising Facts About Social Security

April 1, 2014

Over the years, from time to time I wrote about maximizing Social Security retirement benefits. Those pieces didn’t receive much of a reaction. More recently, Social Security strategies draw a lot of attention, presumably because of the large number of people now at or approaching traditional retirement age. There are recurring questions and issues that […]

Fixing Social Security Mistakes

March 1, 2014

Most people start receiving Social Security benefits at the wrong time. Beginning Social Security retirement benefits early can cost you and your family tens of thousands of dollars of income compounded over your lifetimes. A significant percentage begins receiving benefits when they first are eligible at age 62. Only a small percentage waits until age […]

Using Charitable Gifts to Increase Your Income

January 1, 2014

Charitable gifts can help many people. Of course, they help the beneficiaries of charities. Well-planned gifts also can help the donor by reducing in-come taxes and by providing a stream of income from an asset that previously generated no income. There are several charitable giving strategies that help donors generate income from their gifts. Each […]


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