Taxes in Retirement
Bob Carlson of Retirement Watch on how to manage your taxes and planning strategies to pay less
Found 485 Articles.
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The Net Unrealized Appreciation (NUA) Tax Strategy
Employees who own company stock or other securities in their retirement plans should review their options before taking any distributions or doing rollovers. There’s a substantial tax break available to many of these workers. The tax break is known as net unrealized appreciation, or NUA. It’s very valuable when you know the tricks and follow […]
Asset Location Drives After-Tax Investment Returns
After-tax investment returns are what matter, but few investors take a key step that could minimize the taxes on their portfolio returns. Research from the Schwab Center for Financial Research, Morningstar, AQR Research, and others shows that taxes are one of the main determinants of an investor’s bottom line. A major factor in increasing after-tax […]
The 5 Big Retirement Tax Ambushes and How to Avoid Them
Taxes are the biggest obstacle to maximizing retirement income and wealth. Most retirees take taxes as a given or don’t give them much thought until near the end of the year or when they prepare their tax returns. Tax management all year long, however, can reduce out-of-pocket expenses, reduce the financial risks of retirement and […]
Now Is the Time to Plan Charitable Gifts for 2022
Too many people, even financial advisors, wrongly believe charitable gifts are some- thing to consider only near near the end of the year. The benefits of charitable gifts often are maximized when you think about gifts early in the year and throughout the year. Also, consider benefits other than tax deductions, and integrate charitable giving […]
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Don’t Let Taxes Slash Your Gold Profits
Inflation recently rose to 30-year highs, and that has generated more interest in investing in gold. The interest in gold is likely to continue until after central banks tight- en monetary policy enough to slow economic growth. Political uncertainty and geopolitical tensions also increase interest in gold. A key to investing in gold successfully is […]
Tax-Free Investing for 2022: 7 Ways to Tax-Free Assets & Income
Tax increases are most likely coming. Even if Congress doesn’t agree on substantial increases this year, they’re still coming. The 2017 tax law is scheduled to expire after 2025. The pre-2018 tax law will be reinstated automatically unless Congress agrees to something else. Plus, the trillions of dollars added to the national debt the last […]
7 Ways to Tax-Free Assets and Income
Tax increases probably are coming. Even if Congress doesn’t agree on substantial increases this year, they’re coming. The 2017 tax law is scheduled to expire after 2025. The pre-2018 tax law will be re-instated automatically unless Congress agrees to something else. Plus, the trillions of dollars added to the national debt the last few years […]
Are You Using the Wrong Tax Rate in Your Retirement Planning?
[Publisher Note: You’ll notice at the end of today’s story a link – and a very important one, at that. On this page is a special rebroadcast of Monday’s Retirement Watch member conference call… in which Bob and special guest David Phillips predict what Congress will do in 2022 and what it could mean for […]
