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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 398 Articles.
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cutting-your-taxes-by-30-or-more

Cutting Your Taxes By 30% Or More

June 1, 2000

Despite repeated IRS attacks, the family limited partnership still provides substantial tax savings. The IRS hates FLPs because you retain a lot of control over the assets. But the IRS has trouble winning court cases. Numerous court cases now give fairly clear rules for using this flexible tool to greatly increase the after-tax wealth left […]

estate planning

The Best Way to Structure IRA Gifts

May 1, 2000

An IRA often is one of the largest assets in an estate. Tax laws make it one of the most complicated. That’s why IRA planning is a critical element of many estate plans. If you have a large IRA are considering charitable gifts as part of your estate plan, review carefully the alternatives to find […]

passing-wealth-grandchildren

Strategies for Passing Wealth to Grandchildren

May 1, 2000

The government doesn’t want you to give or leave wealth to your grandchildren. A penalty tax is imposed on those who try. But there are numerous ways to avoid the penalty and leave substantial wealth to the third generation. Most of these strategies are very simple. The penalty tax is the generation-skipping tax, which I […]

social-security-benefits

How to Keep More of your Social Security Benefits

April 1, 2000

There’s great news from Washington. Repeal of the “earned income limit” on Social Security beneficiaries passed Congress, and President Clinton said he would sign it. The bad news is income taxes still are imposed on Social Security benefits. Under the earned income limit, a beneficiary who receives “too much” income from working loses some of […]

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irs-approved-tax-benefits

IRS Approved Tax Benefits for Charitable Remainder Trusts

April 1, 2000

Taxpayers can get great income and estate tax benefits from one strategy – without being aggressive. The IRS recently said it would stop fighting a strategy that tax advisors have advocated for years. Even better, as a result of the bull market this tool is ideal for more people. If you’ve been reading Retirement Watch […]

profit-from-insurance-annuities

Profiting From “Excess” Annuities and Cash Value Life Insurance

March 1, 2000

Many of you own annuities or cash value life insurance that no longer fit your needs. They were good ideas when you bought them. But times have changed, and so have your needs. Fortunately, there are strategies you can use to enhance the value of these policies to you. Let’s look at a creative strategy […]

boosting-retirement-plan-limits

Boosting Retirement Plan Limits

February 1, 2000

Retirement plans, especially defined benefit plans, used to be a great deal for professionals and small business owners. A successful business owner could sock away large deductible contributions in his account each year. But sharp limits were put all pension plan contributions in the 1980s, and defined benefit plan contributions were targeted for the most […]

smart-ways-to-make-gifts

Smart Ways to Make Gifts

February 1, 2000

It’s gift giving season, at least it is for those who want to make shrewd income tax and estate planning moves. While most people don’t make annual estate planning gifts at all and those that do make them in December, the first part of the year is the best time to make tax-wise gifts. Making […]

December 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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