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Article
06
Aug 08

Meet the Diabolical Tax, the Alternative Minimum Tax for the Retired

By Scott Burns Q. What triggers taxation of Social Security benefits and what does not? Can the tax be avoided? ---L.M, by email A. The only proven way to avoid the tax is to have little or no income beyond Social Security benefits. I call this the Diabolical Tax. It affected very few people in 1983...

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Article
17
Aug 06

Taxes: Government's Way of Telling You not to Work

Q. I am in the top tax bracket and contribute the max to my 401k. The phase out rules and limitations of Roth IRAs close that option. I am trying to decide whether a low-cost Fidelity annuity is better than investing in a tax efficient mutual fund. Is the decision really between tax deferral (while paying...

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Article
10
Aug 06

Should You Save, or Spend, in your 50's?

Q. Would you please write about empty-nesters who put their retirement in jeopardy or delay it by moving up to more expensive homes, buying boats, vacation homes, etc.? Many people (including my husband) have a golden opportunity to catch up with their retirement savings when the kids are grown, college...

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Article
15
Jun 06

Learn How To Avoid "Taxable Events"

Q. Most retirement investment advice assumes a person's savings are in taxable accounts or a combination of tax deferred and taxable accounts. What is the advice for a retiree when all of their savings are in tax deferred accounts? Is it wise to convert a regular IRA to a Roth IRA? The advantages of...

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Article
11
May 06

No, It isn't OK to lie on your tax return

Q. I have a question regarding my tax return. A co-worker heard from a friend of his about a tax consultant who has helped his clients receive "more than normal" refunds. He said that the consultant can claim up to 10 percent of the total income as a write-off without proof or receipts. Is this true...

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Article
02
Nov 00

Social Security, Taxes, and ‘The Common Good’

Q. Social Security and privatization of part of the system are sure to get lots of discussion this political season. What ever happened to the idea of the common good? Have we lost the notion of a common good to benefit our society? Why do working class and middle class Americans pay payroll taxes on...

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Article
26
Oct 00

Many People Don’t Benefit from Tax Deductions

Q. I will most likely be receiving a large inheritance ($100,000) sometime in the near future. I currently contribute the maximum to my 403b and also contribute to a Roth IRA. I am a homeowner with about $85,000 left on my mortgage, which has an interest rate of 6.75 percent. I am thinking of moving...

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