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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 424 Articles.
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The Most Important New Tax & Retirement Changes [Pandemic Update]

February 21, 2021

Some special tax and retirement plan rules were created in 2020 in response to the COVID-19 pandemic. Congress recently extended one of them with some modifications but let another expire. One provision gave taxpayers more than 60 days to roll over IRA distributions to the original IRA or to another qualified retirement plan. The provision […]

estate planning

The Tax Law Changes Retirees Likely Haven’t Heard About

February 16, 2021

In late December, Congress passed – and former President Trump signed into law — the longest legislation they ever have. The Consolidated Appropriations Act was more than 5,000 pages. Most of the media attention was on the fiscal stimulus provisions, but there was a lot more in the law. Some tax law changes were overlooked […]


Why Everyone Needs an Estate Tax ID & How To Get It

January 31, 2021

The federal estate tax is a tax paid after a person’s death on the value of the person’s property. A large amount of an estate is exempt from the federal estate tax. In 2021, the exempt amount is $11.7 million (for now). The amount is indexed for inflation each year. So, only the wealthiest estates […]

Some Surprises in a New Tax Law

January 26, 2021

Congress recently passed, and President Trump signed into law, the longest legislation ever passed by Congress. The Consolidated Appropriations Act was more than 5,000 pages. Most of the media attention was on the fiscal stimulus provisions, but there was a lot more in the law. Some tax law changes were overlooked by most of the […]


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Proving Where You Live Is More Important Than Ever

January 26, 2021

Proving your state of residence or domicile became more important in 2020, and the importance will grow in 2021 and beyond. Many workers transitioned to re-mote employment during the pandemic, toiling from home or some location other than their employer’s facilities. Initial indications are that remote working will be common-place after the pandemic, though perhaps […]


Everything You Need To Know About the Net Investment Income Tax (NIIT)

December 28, 2020

The NIIT is the least-known of the Stealth Taxes and the one most likely to surprise retirees. The Net Investment Income Tax (NIIT) was created in the Affordable Care Act. It was labeled a Medicare surtax, but the proceeds go into general revenues…not the Medicare trust fund. The NIIT is a 3.8% tax on the […]

Tax-Wise Ways to Handle the Second Home or Vacation Home

December 17, 2020

Most owners of second homes leave a lot of money on the table, especially when it is time to sell the house or pass it on to the next generation of owners. There are three basic choices for transferring ownership of the second home, but the details of each option are flexible. Most vacation homes […]

estate planning

Year-End 2020 Planning: Unique Tax Strategies for a Unique Year

December 13, 2020

2020 was a special year, unlike anything we have never seen. As it draws to a close, it will require some unique year-end tax planning. With the new administration set to take office in less than two months, taxes are likely to increase soon. The only issues are when they’ll increase and who will bear […]

October 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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