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

big-benefits-from-an-overlooked-charitable-trust

Big Benefits from an Overlooked Charitable Trust

December 1, 1999

Let’s take a strategy we developed last month, build on it, and turn it into something very powerful. In the “defective” grantor trust we discussed last month the grantor of the trust is taxed on all its income, but the trust is excluded from the grantor’s estate. The combination lets you leave more tax-free dollars […]

Estate Planning

A “Defective” Trust That Saves You Money

November 1, 1999

Sometimes when Congress closes one tax loophole it creates another. This is especially likely when Congress doesn’t coordinate the income and estate tax sections of the law. That’s how complicated the tax law is. And it opens up an opportunity for you with “grantor trusts.” A grantor trust in the income tax law is one […]

how to save big on taxes

How To Do Good And Save Big On Taxes

November 1, 1999

For last-minute tax deductions, your best move these days often is to make charitable contributions. Whether you sold a business or investment or just have more income than expected, charitable contributions are a great way to bring taxes down. But you have to be careful. Charitable contribution deductions are such attractive tax reduction devices these […]

year-end-tax-saving

Strategies for Year End Tax Savings

October 1, 1999

Tax planning always is trickiest for senior Americans. And it will be especially tricky this year. The tax law has a number of traps designed specifically to get seniors. The biggest trap is the tax on those Social Security benefits that used to be tax-free. If your adjusted gross income exceeds $32,000 ($25,000 for single […]

SUBSCRIBE TO RETIREMENT WATCH SPOTLIGHT SERIES

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. 

how-to-beat-the-tax-on-your-ira

How to Beat the Tax On Your IRA

June 1, 1999

How much of your IRA will make it to your heirs? If you are like most people, your IRA is your most valuable asset. But by the time it reaches your heirs, it will be worth less than one half what it is now. Estate taxes will take the first chunk out of the IRA. […]

big tax breaks for no cash

Big Tax Breaks For No Cash

February 1, 1999

You might be eligible for one of the sweetest tax breaks in the law. The break can net you tens of thousands of dollars in tax breaks without your having to shell out any cash beyond some lawyer’s and appraiser’s fees. Some experts call it the tax break for giving away air. The tax break […]

deduct your dream motor home

Deduct Your Dream Motor Home

February 1, 1999

For reasons that escape me, Renee is one of those people who always wanted to get a big motor home and cruise the country. After the weather we’ve seen this year, I imagine a lot of people would like to have a portable home so they could drive to wherever the climate is hospitable. What […]

tax-saving-business-owners

Tax-Wise Ways To Sell A Business

January 10, 1999

As the successful business owner nears retirement, one of life’s more difficult questions must be faced: What to do with the business? In the past, I’ve covered estate planning strategies that can be used to transfer the business to the next generation. But often a family member does not want to take over the business. […]

pixel

Log In

Forgot Password

Search