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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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Reducing Taxes for 2010 and Later

April 1, 2011

Here are some tax tips that can help with your 2010 income tax returns and your planning for 2011 and later. Those in Medicare Part D prescription drug plans probably know that under the Affordable Health Care Act the coverage gap, or doughnut hole, is being phased out. In 2010, members whose prescription drug costs […]

Still More Changes in the New Tax Law

February 1, 2011

Congress passed a big tax law in late December 2010. We cover parts in this month’s Estate Watch and IRA Watch, and we reveal other key provisions here. – The big news is the individual income tax rates from 2010 are extended for 2011 and 2012. The tax tables will be indexed for inflation in […]

December 2010

December 1, 2010

December 29, 2010 11:00 a.m. TCW Strategic Income Fund You might have noticed that yesterday the price of TCW Strategic Income declined substantially and the closing price was below our sell price. I’m recommending that you hold on to the fund if you haven’t sold it yet and consider repurchasing if you sold it. Here’s […]

Navigating the New Broker Reporting Rules

December 1, 2010

Brokers and mutual fund companies soon will be reporting to the IRS and to you the cost basis of assets sold during the year. You soon will have to make a decision that will affect these reports. In 2008 Congress passed the requirement, and phased it in. The first reports occur on Form 1099-B in […]


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Planning Year-End 2010 Tax Moves

November 1, 2010

This will be the most difficult year-end tax planning session most of us ever will face. Since 1994 tax rates declined and tax breaks increased for the most part. Now, a raft full of tax increases is scheduled to take effect Jan. 1, 2011. But Congress could act to at least delay some of the […]

How 2010 Taxes Affect Medicare Premiums

October 1, 2010

Your tax return for this year will determine your Medicare premiums in two years, if you’ll be a Medicare participant then. Since 2007, as income rises Medicare Part B premiums rise. More people will pay the higher premiums each year under the Affordable Health Care Act of 2010. Through 2010, the incomes at which the […]

Planning to Avoid the Coming Medicare Surtax

July 1, 2010

The new Medicare surtax is a major source of funding for the recent health insurance reform. The tax has two elements. A 0.9% surtax is added on earned income over $200,000 for single taxpayers and $250,000 for married couples filing jointly. There’s also a 3.8% surtax on unearned income (investment income) of taxpayers with adjusted […]

Paying Taxes Now Instead of Later

July 1, 2010

Many financial strategies are changing, and one of the oldest tax planning strategies should be among them for many of you. Since the beginning of the income tax, taxpayers have been told to defer taxes whenever possible. Don’t pay a tax today when you can put it off to a future year. The advantages are […]


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