Taxes in Retirement
Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
Found 394 Articles.
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How to Reduce Taxes on Social Security Benefits
Some of you are old enough to remember when Social Security benefits were free of income taxes, as originally promised. Now they can be taxed at a rate of up to 85%, if you are considered a high income retiree. (My report, Retirement Tax Guide has details. Call customer service at 800-552-1152 for information.) Year-end […]
More Savings From The Latest Tax Law
In last month’s visit I gave you the main course from the buffett of changes in the latest tax law, enacted in July. There was a lot packed into that law, so here are a few side dishes you should know about. Roth IRAs. Most people are concerned with putting money into Roth IRAs or […]
Roth IRA Updates
Virtually any question you have about Roth IRAs has its answer on the World Wide Web. There are a number of web sites focusing on roth iras. Perhaps your best starting point is www.rothira.com, a site devoted exclusively to Roth IRAs. You’ll find articles on line and references to books and seminars, as well as […]
Overlooked Retirement Benefits In Tax Law
The latest tax law beats up on the IRS and gives taxpayers new protections. You know that from the mainstream media. But the media missed some other changes in the tax law that are of immediate importance to many of you. Here’s a summary of the hidden benefits in the law. Lower capital gains taxes. […]
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A Tax Break With Steady Income for Retirees
The old tax shelter industry promised something it couldn’t deliver: Tax breaks followed by a stream of income. Those limited partnerships never seemed to deliver the income, and some of the tax breaks were disallowed. But there is a strategy that will deliver current tax breaks with lifetime income, and it is tailor-made for retirees. […]
Tax Shelter For Corporate Owners
There’s a special tax shelter available only to owners of corporations. The shelter allows you to make a substantial contribution to charity using your corporation’s money, take the deduction on your own tax return, and avoid capital gains taxes on your stock profits. To make this deal work, you have to plan carefully and execute […]
Which Investments For Tax-Deferred Accounts?
The tax law can make the simplest decisions difficult. For example, which investments should be put in your tax deferred accounts, and which in your taxable accounts? The answers might not be what you think. A little over a year ago I challenged the conventional wisdom on how best to split your investments between taxable […]
A Roth IRA – Estate Planning For Your Grandchild’s Retirement
I keep scratching for traps in the new Roth IRAs. Surely Congress and the President wouldn’t create a vehicle with a genuine incentive to save and invest, I cynically think. But it is tough to find a major trap in the Roth IRA. In fact, there seem to be many attractive ways to use Roth […]
