Description: Get financial advice from Bob Carlson, the #1 expert on retirement, estate planning, social security, annuities, retirement planning, senior living, IRAs, 401(k)s and self-directed investment strategies.
The old adage is, “You can’t spend pre-tax returns.” After-tax returns are what count. Well, the tax rules on investments are in effect all year, but few people take advantage of that. Too many people don’t start thinking about investment taxes until near the end of the year, or even after the year is over. […]
Retirees and near-retirees need to worry more about Stealth Taxes than regular income taxes. Stealth Taxes include the amount of Social Security benefits added to gross income, the Medicare premium surtax (also known as IRMAA), the 3.8% net investment income tax and more. Some Stealth Taxes are directed specifically at retirees, such as the tax […]
These [100% legal] strategies have helped tens of thousands of Americans strengthen their retirement nest eggs. Get Bob's new report, free of charge (along with a complimentary subscription to Retirement Watch Weekly , delivered to your email inbox each Sunday.)