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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 402 Articles.
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how to save big on taxes

How To Do Good And Save Big On Taxes

November 1, 1999

For last-minute tax deductions, your best move these days often is to make charitable contributions. Whether you sold a business or investment or just have more income than expected, charitable contributions are a great way to bring taxes down. But you have to be careful. Charitable contribution deductions are such attractive tax reduction devices these […]

year-end-tax-saving

Strategies for Year End Tax Savings

October 1, 1999

Tax planning always is trickiest for senior Americans. And it will be especially tricky this year. The tax law has a number of traps designed specifically to get seniors. The biggest trap is the tax on those Social Security benefits that used to be tax-free. If your adjusted gross income exceeds $32,000 ($25,000 for single […]

how-to-beat-the-tax-on-your-ira

How to Beat the Tax On Your IRA

June 1, 1999

How much of your IRA will make it to your heirs? If you are like most people, your IRA is your most valuable asset. But by the time it reaches your heirs, it will be worth less than one half what it is now. Estate taxes will take the first chunk out of the IRA. […]

big tax breaks for no cash

Big Tax Breaks For No Cash

February 1, 1999

You might be eligible for one of the sweetest tax breaks in the law. The break can net you tens of thousands of dollars in tax breaks without your having to shell out any cash beyond some lawyer’s and appraiser’s fees. Some experts call it the tax break for giving away air. The tax break […]

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deduct your dream motor home

Deduct Your Dream Motor Home

February 1, 1999

For reasons that escape me, Renee is one of those people who always wanted to get a big motor home and cruise the country. After the weather we’ve seen this year, I imagine a lot of people would like to have a portable home so they could drive to wherever the climate is hospitable. What […]

tax-saving-business-owners

Tax-Wise Ways To Sell A Business

January 10, 1999

As the successful business owner nears retirement, one of life’s more difficult questions must be faced: What to do with the business? In the past, I’ve covered estate planning strategies that can be used to transfer the business to the next generation. But often a family member does not want to take over the business. […]

roth-ira-conversions

Last Chance for Roth IRA Conversions

December 1, 1998

It is decision time for Roth IRA conversions. By letting the decision slip past Dec. 31 you miss a very profitable gift from Congress. As you probably know, Congress created the Roth IRA, which accumulates income and gains tax free, and from which all withdrawals are tax free. Another benefit of the Roth IRA is […]

year-end-tax-savings

Strategies for Year-End Tax Savings

November 1, 1998

In the next few weeks you could add thousands of dollars to your net worth. Market volatility and new tax rules give you the best opportunity in years to reduce your income taxes with year-end moves. Here are some actions to consider between now and Dec. 31 to slash the amount you owe Uncle Sam. […]

February 2022:
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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