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

Here’s A Better Tax-Advantaged Investing Option

May 25, 2020

Most investors overlook an excellent way to earn higher after-tax income to finance their retirements.When “tax-advantaged income” and “retirement” are mentioned together, most people think of tax-exempt bonds or municipal bonds. Most bonds issued by state and local governments pay interest that is exempt from federal income taxes. But that shouldn’t be your only consideration […]

CARES Act Expands Charitable Giving Tax Breaks

April 28, 2020

Tax incentives for charitable giving were expanded in the CARES Act. The incentives provide additional giving opportunities for taxpayers who aren’t cash-strapped as a result of the hibernation economy and want to help those who are in financial distress.The regular rule limits the annual tax deductions for charitable gifts. Individuals can’t deduct more than 60% […]

More Tips to Maximize the Benefits of HSAs

March 19, 2020

Too many health savings account (HSA) owners don’t reap all the advantages of their accounts. Last month, I reviewed the triple tax benefits of HSAs and how the accounts can be powerful retirement savings vehicles. Use of the accounts is increasing rapidly, yet there are misunderstandings about the accounts. Even many people who benefit from […]

estate planning

How the IRS Taxes Your Wealth & Estate

March 3, 2020

If you’ve ever wanted to know how to reduce or even eliminate your estate tax… It’s best to first understand how the IRS taxes your wealth. Here’s the computation, in a nutshell: Your Gross Estate… Minus Deductions allowed (administrative expenses, funeral expenses, losses, debts, charitable contributions, marital deduction) Equals Your Taxable Estate Adding Lifetime Taxable […]

SUBSCRIBE TO Lifetime Retirement Protection Program

Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.

How the Kiddie Tax, 529 Plans Were Changed by SECURE Act

February 25, 2020

Some significant changes in family income tax planning were included in the Setting Up Every Community for Retirement Enhancement (SECURE) Act enacted late in 2019.The biggest change is the reversal of the Kiddie Tax rules. The Kiddie Tax was overhauled in the Tax Cuts and Jobs Act (TCJA) enacted late in 2017. The Kiddie Tax […]

How to Maximize the Triple Advantages of Health Savings Accounts

February 25, 2020

The most powerful savings and Retirement vehicle probably is the health savings account (HSA). Unfortunately, not enough people know about it or how to maximize its value. HSAs were created only in 2003. They got off to a slow start but have been growing rapidly the last few years. Most people learn only about how […]

“3 Ways the Government is Coming For Your Money & How to Protect Yourself” Conference Call 02/12/20

February 7, 2020

Welcome to my subscriber conference call: 3 Ways The Government is Coming for Your Money & How to Protect Yourself. Click on the image below to listen to the conference call.

“3 Ways the Government is Coming For Your Money & how to Protect Yourself” Conference Call 02/12/20

February 7, 2020

Welcome to my subscriber conference call: 3 Ways The Government is Coming for Your Money & How to Protect Yourself . Click on the image below to listen to the conference call. To Learn More About the Lifetime Retirement Protection Program, Click Here Now.

July 2022:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
X

Log In

Forgot Password

Search