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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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Planning Taxes in a Transition Period

September 1, 2012

We’re hurtling toward the fiscal cliff. Tax increases across the board are scheduled to take effect on Jan. 1, 2013. In addition, a number of tax breaks expired at the end of 2011 and still haven’t been extended. (See our February 2012 visit for details.) Congress, at least at the moment, doesn’t seem inclined to […]

Avoiding the New Tax on Investments

August 1, 2012

The Supreme Court upheld the Patient Protection and Affordable Care Act of 2010 (a.k.a., Obamacare). As a result, among the provisions that will go into effect in 2013 are the expanded Medicare taxes on high income taxpayers. Foremost among the new taxes is the 3.8% tax on the “unearned” income of single taxpayers with modified […]

Renting Your Home or Vacation Home

July 1, 2012

It’s a great time for landlords in many areas. The percentage of homeowners is steadily declining, and there aren’t signs it will turn around soon. It’s tough for many people to be approved for mortgages, and interest in being a homeowner is down. That means more people are renting. Even better, there aren’t a lot […]

Thinking About Charitable Giving All Year

May 1, 2012

Many people leave money on the table when they think seriously about charitable giving only at year-end. Think about charitable giving all year and focus on how to give instead of how much. You’re likely to generate higher immediate tax benefits plus income or other benefits. I’m not talking about the small checks you might […]

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Planning from Your Income Tax Return

April 1, 2012

Most of you recently completed your 2011 income tax returns or soon will. Don’t file your copies of the returns away just yet. The federal income tax return is one of the best financial planning documents available. Many financial planners insist on seeing the latest returns very early in the relationships with a potential client. […]

The IRS and Your Retirement Income

February 8, 2012

Retirees are a major source of the “tax gap,” according to the IRS. The tax gap is the difference between what Americans actually pay in income taxes and what they’re supposed to pay if they followed the law exactly. The IRS says about $4.2 billion of the tax gap is attributable to underpaid taxes on […]

Income Tax Planning for 2012-2013

February 1, 2012

It’s time to sharpen your pencils or tighten up your spreadsheets. Income tax planning for 2012 and 2013 is likely to be more important and trickier than in the previous few years. Key provisions expired at the end of 2011. Others expire at the end of 2012. New provisions are kicking in. And Congress could […]

New Tax Rules for Investment Sales

February 1, 2012

There are new forms and rules for reporting some capital gains and losses in 2011 and following years. For sales of stock purchased after Jan. 1, 2011, on Form 1099-B brokers report the cost basis as well as the sale proceeds. For stock purchased before 2011, only the proceeds are reported. Also reported is whether […]


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