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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 428 Articles.
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when-to-begin-social-security

When To Begin Social Security?

May 1, 2002

Big changes are coming to Social Security. I don’t mean anything Congress or the President might do. These changes were put in place in the 1980s and are just taking effect. These changes affect the retirement of everyone who won’t begin receiving Social Security benefits by the end of 2002 and will influence when people […]

Maximize Your Interest Deductions

May 1, 2002

Most of us prefer to be debt-free. If you do borrow, a loan against your home often is the least expensive debt. A mortgage also maximizes interest deductions, which further reduces the cost. Borrowers need to learn a few tricks to boost cash flow and to avoid some traps set for unwary taxpayers. There are […]

retirees-special-tax-problem-of-retirement

Special Tax Problem of Retirement

March 1, 2002

Today’s retirees are the wealthiest generation in history, and that makes them a target for the tax man. A special tax problem for many retirees is the required quarterly payment of estimated income taxes. After decades of having taxes automatically deducted from their paychecks, many have trouble adapting to the system of writing a check […]

tax-breaks-increase-for-2002

Tax Breaks Increase For 2002

February 1, 2002

You’ll be able to give away more money tax free in 2002. Inflation indexing finally has pushed the annual tax-free gift amount to $11,000. The annual amount has been indexed for inflation since 1997, but adjustments are only to the nearest $1,000. Tax-free gifts can be made to anyone. You don’t need a relationship with […]

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family-limited-partnerships

Family Limited Partnerships Considerations for Estate Planning

February 1, 2002

family limited partnerships are evolving, and people are finding more uses for them. Until recently, family limited partnerships (FLPs) were considered primarily vehicles for reducing estate and gift taxes. But these vehicles are so flexible that families are finding many practical uses for them, even when taxes aren’t an issue. You might find that they […]

how-to-plan-tax-savings-now-for-the-new-year

How to Plan Tax Savings Now for The New Year

January 1, 2002

Most people focus on income and estate tax planning at year-end. In recent visit I’ve given you advice on how to get the most from year-end planning. But I believe you can save more money and build more wealth by planning and making moves at the beginning of the year. This is the best time […]

dynasty-trusts

The New Era Of Dynasty Trusts For Estate Planning

December 1, 2001

Dynasty trusts are making a big comeback under the 2001 tax law. Before the estate tax was enacted many years ago, dynasty trusts were the standard way to ensure family wealth was preserved and grew through several generations. Now, with the estate tax being phased out more families can emphasize the non-tax goals of estate […]

making-shrewd-roth-ira-decisions

Making Shrewd Roth IRA Decisions

December 1, 2001

The Roth IRA is one of the best investment tax shelters Congress ever created. But volatile markets add some complications to Roth IRA decisionmaking. If you converted a traditional IRA into a Roth IRA earlier this year or if you are considering a conversion, you should keep an eye on the markets before and after […]

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