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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 441 Articles.
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flexible-spending-accounts-tax-benefit

Flexible Spending Accounts Tax Benefit

November 1, 2003

Taxpayers with flexible spending accounts might see their after-tax medical costs decline. The IRS recently announced that the cost of nonprescription drugs can be reimbursed by flexible spending accounts. Flexible spending accounts reimburse account holders for medical costs that are not covered by insurance. An employee has a portion of salary deposited into the account, […]

how-to-slash-mutual-fund-taxes

How to Slash Mutual Fund Taxes

November 1, 2003

Mutual fund shareholders got a big boost to their bottom lines this year when the top tax rates on long-term capital gains and on dividends were reduced to 15%. Fund investors can get further tax reductions by carefully planning and reporting sales of fund shares. Here are steps to consider before year end. Don’t always […]

how-to-maximize-after-tax-returns

How to Maximize After-Tax Returns

October 1, 2003

A few years ago, near the stock market top, I was talking with a frustrated financial advisor. He had a wealthy client who would not let the advisor sell the client’s large position in a major stock. The investor bought the position many years ago, held it through thick and thin, and had a large […]

how-to-withdraw-retirement-assets

How To Withdraw Retirement Assets

September 1, 2003

The order in which you withdraw money from various retirement accounts affects how long your wealth lasts. Most of you have retirement assets in both tax deferred and taxable accounts. There is a lot of guidance available on how to choose the different accounts and even how to invest them. Despite its importance, you won’t […]

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how-to-make-sure-home-sale-gains-are-tax-free

How to Make Sure Home Sale Gains Are Tax Free

September 1, 2003

Those of you with two or more homes might owe more taxes on the sale of a home than you thought. Tax-free home sale gains also might be in danger for anyone owning an RV, camper, or boat. Those are the consequences of a recent court case. Under the ruling, the IRS and the courts […]

investing-your-ira-under-the-new-law

Investing Your IRA Under the New Law

August 1, 2003

Does the 2003 tax law change how your retirement account should be invested? Most investors have some of their money in tax-deferred accounts – such as IRAs and 401(k)s – and the rest in taxable accounts. When a portfolio is diversified, the investor has to decide which assets to purchase in a tax-deferred account and […]

how-to-make-the-most-of-your-tax-cuts

How To Make The Most Of Your Tax Cuts

July 1, 2003

Another major tax cut rolled through Congress by the end of May, providing significant benefits to all investors. You might need to change some of your tax and investment strategies to reap the maximum benefits of the new law. There also are a few traps to avoid. Let’s take a look at the basics of […]

maximize-profit-second-homes

How to Maximize Shelter and Growth in Second Homes

May 1, 2003

Stocks and second home sales both soared during the 1990s. They parted ways in the 2000s. While stocks turned south, prices of second homes continued to climb. It is no coincidence. More people are turning to second homes as investment alternatives. The National Association of Realtors reports that purchases of second homes for investment purposes […]

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