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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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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 […]

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 […]

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“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.

How Inflation Still Increases Your Taxes

January 17, 2020

Inflation hits most of us with one or more tax increases every year, and that will continue for the rest of our lives. Years ago, Congress began inflation-indexing many parts of the tax code to eliminate some unfairness and stealth tax increases. Inflation erodes the purchasing power of the dollar. A person can receive a […]

Here’s How You Can Deduct the Medical Expenses of Others

January 17, 2020

Before explaining how you can deduct medical expenses incurred by others, let’s review a related new tax break that was snuck into one of the year-end spending bills Congress passed before its recess in December. You know medical expenses are deductible only when they exceed 10% of adjusted gross income (AGI). In the December legislation […]

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