Taxes in Retirement
Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
Found 441 Articles.
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Increase Income: Annuities versus Bonds
There is a plan that might boost your current after-tax investment income and increase the estate left to your heirs. Especially if you own bonds to generate income, including tax-free bonds, consider this strategy as part of both your investment planning and estate planning. A problem with bonds, even tax-free bonds, is that estate taxes […]
Cutting Your Taxes By 30% Or More
Despite repeated IRS attacks, the family limited partnership still provides substantial tax savings. The IRS hates FLPs because you retain a lot of control over the assets. But the IRS has trouble winning court cases. Numerous court cases now give fairly clear rules for using this flexible tool to greatly increase the after-tax wealth left […]
Little-Known Tax Write-Offs – Give It Away, Write It Off, And Still Enjoy It
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
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 […]
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The Best Way to Structure IRA Gifts
An IRA often is one of the largest assets in an estate. Tax laws make it one of the most complicated. That’s why IRA planning is a critical element of many estate plans. If you have a large IRA are considering charitable gifts as part of your estate plan, review carefully the alternatives to find […]
Strategies for Passing Wealth to Grandchildren
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 […]
How to Keep More of your Social Security Benefits
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 for Charitable Remainder Trusts
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 […]
