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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 452 Articles.
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Year-End IRA Opportunities And Strategies

December 1, 2002

The closing of this year brings some important opportunities to IRA owners. Don’t put this issue aside until you have read this article and decided whether you need to take action by Dec. 31. Those of you who converted a regular IRA to a Roth IRA this year have a decision to make. When a […]

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How Social Security Can Help Your Spouse

December 1, 2002

A key issue everyone faces is when to begin Social Security benefits. One aspect of this decision that is easy to overlook is how the choice could affect a spouse’s lifetime income. We’ve discussed when to begin Social Security benefits in past visits, most recently in the May 2002 issue (available in the Archive of […]

Deducting Variable Annuity Losses

December 1, 2002

A big tax issue for many investors is whether or not losses in a Variable Annuity are deductible. It is possible to deduct a variable annuity loss. There is some disagreement, however, over where on the tax return to deduct the loss. To deduct the loss, the annuity has to be sold (liquidated). Shifting investments […]

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The Best Charitable Strategy

November 1, 2002

The greatest charitable giving innovation of the last decade might be the donor-advised fund. These funds actually have been around for some time, but they were concentrated on the local level. Few national funds existed, promotion of the funds was almost non-existent, and no effort was expended to make the funds accessible to most people. […]

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How To Take Withdrawals At Retirement

October 1, 2002

Retirees don’t receive much advice on the best ways to take distributions from their investment accounts after retirement. Financial firms have a wealth of easy-to-find information on saving through taxable and various tax-advantaged accounts. Yet they don’t seem interested in helping you decide how to plan withdrawals from the accounts. Most Americans have their retirement […]

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Five Strategies for Underwater Investments

August 1, 2002

We’ve done better than most investors since the market peak in March 2000, including the most recent market decline. Even so, you still might own some underwater investments, especially in your Core Portfolio. For example, American Century Income & Growth has declined with the general market. These underwater investments can be used productively to minimize […]

Deductions For Diets?

August 1, 2002

The IRS surprised tax advisors and generated a lot of headlines last spring by expanding tax write offs for weight loss programs. In the past, the IRS had ruled that no part of the cost of weight loss programs was deductible. The new ruling reverses that, expanding the medical expenses that are potentially deductible by […]

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Strategies to Reduce Alternative Minimum Tax

June 1, 2002

This year for the first time Renee and I were hit by the alternative minimum tax. A large capital gain, over which we had no control, triggered this tax and increased our bill. Many of you recently had the same experience, and many others will in the next few years. More people will pay this […]

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