Taxes in Retirement
Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
Found 485 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Tax-Wise Ways To Sell A Business
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. […]
Last Chance for Roth IRA Conversions
It is decision time for Roth IRA conversions. By letting the decision slip past Dec. 31 you miss a very profitable gift from Congress. As you probably know, Congress created the Roth IRA, which accumulates income and gains tax free, and from which all withdrawals are tax free. Another benefit of the Roth IRA is […]
How to Reduce Taxes on Social Security Benefits
Some of you are old enough to remember when Social Security benefits were free of income taxes, as originally promised. Now they can be taxed at a rate of up to 85%, if you are considered a high income retiree. (My report, Retirement Tax Guide has details. Call customer service at 800-552-1152 for information.) Year-end […]
Strategies for Year-End Tax Savings
In the next few weeks you could add thousands of dollars to your net worth. Market volatility and new tax rules give you the best opportunity in years to reduce your income taxes with year-end moves. Here are some actions to consider between now and Dec. 31 to slash the amount you owe Uncle Sam. […]
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.
More Savings From The Latest Tax Law
In last month’s visit I gave you the main course from the buffett of changes in the latest tax law, enacted in July. There was a lot packed into that law, so here are a few side dishes you should know about. Roth IRAs. Most people are concerned with putting money into Roth IRAs or […]
Roth IRA Updates
Virtually any question you have about Roth IRAs has its answer on the World Wide Web. There are a number of web sites focusing on roth iras. Perhaps your best starting point is www.rothira.com, a site devoted exclusively to Roth IRAs. You’ll find articles on line and references to books and seminars, as well as […]
Overlooked Retirement Benefits In Tax Law
The latest tax law beats up on the IRS and gives taxpayers new protections. You know that from the mainstream media. But the media missed some other changes in the tax law that are of immediate importance to many of you. Here’s a summary of the hidden benefits in the law. Lower capital gains taxes. […]
A Tax Break With Steady Income for Retirees
The old tax shelter industry promised something it couldn’t deliver: Tax breaks followed by a stream of income. Those limited partnerships never seemed to deliver the income, and some of the tax breaks were disallowed. But there is a strategy that will deliver current tax breaks with lifetime income, and it is tailor-made for retirees. […]
