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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 428 Articles.
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passing-wealth-grandchildren

Strategies for Passing Wealth to Grandchildren

May 1, 2000

The government doesn’t want you to give or leave wealth to your grandchildren. A penalty tax is imposed on those who try. But there are numerous ways to avoid the penalty and leave substantial wealth to the third generation. Most of these strategies are very simple. The penalty tax is the generation-skipping tax, which I […]

social-security-benefits

How to Keep More of your Social Security Benefits

April 1, 2000

There’s great news from Washington. Repeal of the “earned income limit” on Social Security beneficiaries passed Congress, and President Clinton said he would sign it. The bad news is income taxes still are imposed on Social Security benefits. Under the earned income limit, a beneficiary who receives “too much” income from working loses some of […]

irs-approved-tax-benefits

IRS Approved Tax Benefits for Charitable Remainder Trusts

April 1, 2000

Taxpayers can get great income and estate tax benefits from one strategy – without being aggressive. The IRS recently said it would stop fighting a strategy that tax advisors have advocated for years. Even better, as a result of the bull market this tool is ideal for more people. If you’ve been reading Retirement Watch […]

profit-from-insurance-annuities

Profiting From “Excess” Annuities and Cash Value Life Insurance

March 1, 2000

Many of you own annuities or cash value life insurance that no longer fit your needs. They were good ideas when you bought them. But times have changed, and so have your needs. Fortunately, there are strategies you can use to enhance the value of these policies to you. Let’s look at a creative strategy […]

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boosting-retirement-plan-limits

Boosting Retirement Plan Limits

February 1, 2000

Retirement plans, especially defined benefit plans, used to be a great deal for professionals and small business owners. A successful business owner could sock away large deductible contributions in his account each year. But sharp limits were put all pension plan contributions in the 1980s, and defined benefit plan contributions were targeted for the most […]

smart-ways-to-make-gifts

Smart Ways to Make Gifts

February 1, 2000

It’s gift giving season, at least it is for those who want to make shrewd income tax and estate planning moves. While most people don’t make annual estate planning gifts at all and those that do make them in December, the first part of the year is the best time to make tax-wise gifts. Making […]

trusts-you-should-avoid

Trusts You Should Avoid

January 1, 2000

Trusts are hot, and the IRS has declared war on them. It has increased staff and is planning more audits of trusts. But most Retirement Watch readers can relax. Trusts put together by the scam artists are those the IRS is going after. These are trusts that purport to eliminate taxes without changing your use […]

how-to-leave-more-for-grandkids

How to Leave More for Grandkids

December 1, 1999

Would you like your grandchildren to end up with only 20% of what you intended? That’s what happens in most cases. The government doesn’t want you to pass wealth directly to your grandchildren. It wants the money to stay in your estate, get it hit by estate taxes, go to your children, get it hit […]

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