Retirement Watch Lighthouse Logo
Retirement Watch Lighthouse Logo

Taxes in Retirement

Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less

Found 447 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

the-benefits-of-hiring-your-spouse

The Benefits of Hiring Your Spouse

December 1, 2000

The solution to your health insurance problems can be very simple and can give you an IRS-approved tax break. The strategy also can generate several additional tax advantages. This solution, which I have recommended for years, is to hire your spouse to work in your business. As part of the business’s benefit plans, you offer […]

Secrets of Effective Gift-Giving

Secrets Of Effective Gift-Giving

November 1, 2000

To paraphrase Archie Bunker, from a holiday episode of “All In The Family,” the gift-giving season is at our throats again. Gifts are a great estate planning tool, because they get property out of your estate and to your heirs ? and the gifts can avoid taxes. Let’s look at ways to ensure these gifts […]

tax-saving-secrets

Revealed: Tax-Saving Secrets Of The Rich

November 1, 2000

Few things indicate wealth, success, and good works like having your own charity. For generations, the super wealthy have had their own charitable foundations. Foundations come with a lot of restrictive rules and are expensive to maintain. Now, innovations make it possible for anyone to have a charitable foundation at very low cost and with […]

mutual-fund-taxes

How to Beat High Mutual Fund Taxes

October 1, 2000

Mutual fund investors have both the tax law and the markets working against them this year. On top of mediocre returns, many funds are making very high taxable distributions to shareholders. That cuts into your after-tax return. But you can beat this double whammy and walk away with much of your hard-earned gains intact. The […]

SUBSCRIBE TO RETIREMENT WATCH

What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

Surprising Retiree Tax Havens

Surprising Retiree Tax Havens

September 1, 2000

Did you know that you might be able to move from low-tax Virginia, retire in Massachusetts, and cut your tax bill dramatically? That’s true, if you are a federal government retiree. Your government pension annuity is exempt from taxes in Massachusetts and several other states, but not in Virginia. Florida seems like a tax haven, […]

estate planning

No-Tax, Low-Cost Way to Help a Grandchild

July 1, 2000

You don’t need to give away money or property to help the grandchildren. You can lend to the grandchildren and let them build something with the loan. Here’s one plan. Lend $50,000 to your grandchild for five years. The grandchild invests the money and earns 10% annually. At the end of five years, the grandchild […]

little-known-tax-write-offs

Little-Known Tax Write-Offs – Give It Away, Write It Off, And Still Enjoy It

June 1, 2000

There might be a pile of untapped tax write offs lurking in your home or personal inventory. Most people don’t have a hint of this, because the IRS doesn’t advertise some creative tax strategies it has approved for years. If you know about this strategy, you can give property away, take a deduction for it, […]

Tax Gains from Market Losses

Tax Gains From Market Losses

June 1, 2000

The first bear market in a long time offers an opportunity to dust off an effective tax reduction strategy. Use this strategy now and you could significantly increase this year’s after-tax returns. The strategy is called a tax swap or mutual fund swap. It works with stocks, bonds, or mutual funds Suppose you bought some […]

pixel

Log In

Forgot Password

Search