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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 446 Articles.
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How to Maximize the Tax-Free Portion of Each Annuity Payment

July 1, 2009

The popularity of fixed and immediate annuities is climbing for those in or near retirement. It is not surprising. An immediate annuity offers fixed, guaranteed payments. The payments can last for life if you want, and even for the joint life of you and a beneficiary. In today’s volatile and uncertain markets, annuities add a […]

Taxes and Gold Investments

June 1, 2009

All the money the Federal Reserve has pumped into the economy is not leading to higher prices yet. Fed officials say they will be able to withdraw the excess liquidity before it leads to inflation. If so, it could be the first time a central bank successfully made such a reversal. Investors are concerned the […]

Why to do Year-End Tax Planning Now

May 1, 2009

It could be profit-able for you to make a traditional year-end tax planning move early this year. Waiting could reduce a significant tax planning benefit. Usually I tell you to use the last quarter of the year to go through your portfolio and consider selling assets in your taxable accounts that have paper losses. Tax […]

Write Offs from Renting a Home

May 1, 2009

After deciding it makes economic sense to rent your old home or vacation home instead of selling it (see last month’s visit), learn the tax rules. Structure your rental activity so the rental income is at least partially tax sheltered. The amount of your tax deductions depends on how the rental property is used. When […]

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How to Take Write Offs for Helping Relatives

April 1, 2009

In many families, younger members help care for older members for at least a brief period. Care can take several forms. It could involve financial help for at-home services or residence at an assisted living or other facility. Care also could involve personally providing a person’s needs in either the caretaker’s home or in the […]

Estimated Taxes are Different This Year

March 1, 2009

The year’s first required estimated tax payment is coming due, and many retirees should re-evaluate how they compute their payments this year. 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 […]

When Should You Stop Deferring Taxes

February 1, 2009

Conventional investment advice has been turned on its head by changes in the fundamentals of the economy and markets. Next, fundamental changes in the government, demographics, and the economy will force changes in tax policy and tax planning advice. The age-old advice to defer taxes whenever possible could become a thing of the past, at […]


How to Multiply the Benefits of Gifts

January 1, 2009

A key estate planing tool for almost every family is more valuable as of Jan. 1, 2009. The annual gift tax exclusion is increased to $13,000, up from $12,000. Each person can make gifts of up to $13,000 annually to any other person without incurring gift taxes or counting against the lifetime annual gift credit […]


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