Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
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Americans wrapped up a big year of charitable giving in 2005. Hurricanes, tsunamis, and other events created needs around the globe, and Americans responded with generosity. Charitable giving is most effective when it is planned. That is why many charities have an official or office with the title Planned Giving. Get the maximum benefit from […]
With today’s tricky tax law, the account in which you hold an asset can be as important as which assets you own. Unfortunately, too little attention is paid to the issue of which accounts should hold which investments. Most of us have more than one type of investment account: 401(k)s, traditional IRAs, Roth IRAs, taxable […]
Those who inherit IRAs often are not aware of a deduction they can take to shelter IRA distributions from income taxes. Even most tax experts do not understand “income in respect of a decedent.” Most skip over the topic in school and expect not to run into it. But with so many people owning valuable […]
If Congress does not act, income taxes will rise for many of us in 2006. As we go to print, Congress had not stirred itself to extend a number of popular and important tax breaks that will expire at the end of 2005. Congressional tax leaders weren’t even sure that they would be able to […]
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.
Moving is becoming harder than ever. I’m not referring to the significant expense and work needed to transport your goods from one home to another. That hassle and cost could be a drop in the bucket. The real problem is convincing the different states involved that you really have moved. Because of aggressive and contradictory […]
Most retirees were misinformed about taxes. They were told that their income tax rates would decline in retirement. The unfortunate truth is that for many people, income tax rates stay the same or rise after retirement. In fact, retirees often face the highest marginal tax rates (the rate on the last dollar of income earned) […]
Many Americans on the coasts or in resort areas are selling homes for far more money than they ever imagined. Their gains often exceed the tax-free limit under federal tax law. In some cases, the home sellers are looking at paying more capital gains taxes than their homes initially cost. There are strategies for reducing […]
State and local taxes are a higher portion of retirees’ expenses than in the past. These taxes are a more important factor in people’s decisions of where to live in retirement. Yet, many people are making decisions with the wrong information. If state and local taxes are important to you, do not rely on information […]
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