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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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Understanding 2013’s New Taxes

June 1, 2013

It’s time to clear away the confusion about some new taxes for 2013: the 3.8% tax on investment income and changes that affect the alternative mini-mum tax. Act now, or you’ll have an unpleasant surprise when completing your 2013 tax returns in 2014. The 3.8% investment income tax is separate from all other taxes and […]

Your Home and the 3.8% Investment Income Tax

June 1, 2013

When the 3.8% net investment income tax was enacted, there was a lot of talk about whether it applies to taxes on home sales. Here’s how that really works. When you sell a home that isn’t your principal residence, such as a vacation home, second home, or rental property, all of the gain potentially is […]

Retirees and State Taxes

May 14, 2013

How retirees are treated by states varies considerably. Some states that overall are high-tax states actually provide a lot of tax breaks for seniors and are low-tax states for them. But you have to stay on top of things. Many states are changing their tax policies in response to budget shortfalls, and some are removing […]

estate planning

Estate Planning Tax Law Changes Investors Must Understand

May 1, 2013

A revolution is underway in Estate Planning. You know about the 2012 changes to the law (see our February 2013 issue).  They require fresh approaches and strategies. Many believe the new law means estate planning is unimportant. That’s a mistake. A result of the 2012 law is that for most people income taxes are a […]

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Managing Portfolios for Higher After-Tax Returns

May 1, 2013

Taxes on investments in-creased for 2013, and there’s a good probability they’ll increase again at least for some of you. Some tax increases are direct, such as the increase in the rate on long-term capital gains and qualified dividends to 20% from 15%. Others are indirect, such as the Medicare premium surtax on higher incomes. […]

Estimating Taxes Safely

May 1, 2013

Estimated tax payments are a traditional trap for many retirees. Most were employees during their careers and had income taxes withheld from their paychecks. They never had to deal with the estimated tax rules and are surprised by the process in retirement. If you expect to owe more than $1,000 in federal taxes that will […]

High Tax, Low Tax States

April 29, 2013

State tax laws changed a lot the last few years. States responded differently to the financial crisis and its aftermath. Some raised taxes, while others cut taxes. Some did a little of both, creating new winners and losers. Here’s a survey of all 50 states by Bloomberg that states the per capital tax burden for […]

Answering More Social Security Questions

April 1, 2013

 My recent articles on maximizing Social Security benefits generated a lot of interest among readers and triggered some good questions. In this visit we review some key questions readers asked. My wife died recently. I’m 62 and haven’t begun receiving any Social Security benefits. Since I’m older than 60, I’m eligible to receive survivor’s benefits. […]


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