Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
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After-tax investment returns are what matter, but few investors take a key step that could minimize the taxes on their portfolio returns. Research from the Schwab Center for Financial Research, Morningstar, AQR Research, and others shows that taxes are one of the main determinants of an investor’s bottom line. A major factor in increasing after-tax […]
Taxes are the biggest obstacle to maximizing retirement income and wealth. Most retirees take taxes as a given or don’t give them much thought until near the end of the year or when they prepare their tax returns. Tax management all year long, however, can reduce out-of-pocket expenses, reduce the financial risks of retirement and […]
Too many people, even financial advisors, wrongly believe charitable gifts are some- thing to consider only near near the end of the year. The benefits of charitable gifts often are maximized when you think about gifts early in the year and throughout the year. Also, consider benefits other than tax deductions, and integrate charitable giving […]
Inflation recently rose to 30-year highs, and that has generated more interest in investing in gold. The interest in gold is likely to continue until after central banks tight- en monetary policy enough to slow economic growth. Political uncertainty and geopolitical tensions also increase interest in gold. A key to investing in gold successfully is […]
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more.
Tax increases are most likely coming. Even if Congress doesn’t agree on substantial increases this year, they’re still coming. The 2017 tax law is scheduled to expire after 2025. The pre-2018 tax law will be reinstated automatically unless Congress agrees to something else. Plus, the trillions of dollars added to the national debt the last […]
Tax increases probably are coming. Even if Congress doesn’t agree on substantial increases this year, they’re coming. The 2017 tax law is scheduled to expire after 2025. The pre-2018 tax law will be re-instated automatically unless Congress agrees to something else. Plus, the trillions of dollars added to the national debt the last few years […]
[Publisher Note: You’ll notice at the end of today’s story a link – and a very important one, at that. On this page is a special rebroadcast of Monday’s Retirement Watch member conference call… in which Bob and special guest David Phillips predict what Congress will do in 2022 and what it could mean for […]
Many people do their tax planning wrong and give the IRS more money than they truly need to pay. Often, that’s because they use the wrong tax rate in their planning. Determining the right tax rate to use can be especially tricky for retirees and near-retirees. Most people consider their tax rate to be the […]
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