Add to ORKGAs increasing life expectancy and inflation diminish the purchasing power of retirement savings, careful tax planning to maximize funds available to seniors is necessary. Lindsey discusses the taxation of various types of retirement income including traditional and Roth IRAs and Social Security benefits, and explains how careful planning can reduce income and estate taxes. The disparate effects of state income and estate taxes are also explored
Qualified retirement plans provide for tax deferral, but they are also subject to a 15% excise tax o...
Individuals are often not aware of the required level of contributions needed to fund a retirement s...
Optimal withdrawal strategies are developed for retirees with multiple types of tax-advantaged savin...
As increasing life expectancy and inflation diminish the purchasing power of retirement savings, car...
Tax sheltering earned income for use in later years has become the cornerstone of many taxpayers’ re...
Retirement planning is an issue of growing concern to the nation’s aging population and state govern...
Contrary to past beliefs, Roth IRAs can benefit retirees. This article discusses retirement planning...
The ability to defer federal and state income taxes on both the periodic contribution and annual ret...
This paper considers the impact of including endogenously determined retirement on optimal tax polic...
Dealing with taxes is one of the details that can fall through the cracks during the trying times of...
Traditional analysis on the use of Roth accounts often focuses on the expectations of tax rates in t...
We investigate the optimal savings decisions for investors with access to pre-tax (traditional) and ...
Legal planning for elders focuses on protecting retirement income and finding ways to pay for long-t...
This study provides the causal effects of the state retirement income exemption policies on savings ...
Individuals of modest wealth may face significant estate taxes but do not have such a large base of ...
Qualified retirement plans provide for tax deferral, but they are also subject to a 15% excise tax o...
Individuals are often not aware of the required level of contributions needed to fund a retirement s...
Optimal withdrawal strategies are developed for retirees with multiple types of tax-advantaged savin...
As increasing life expectancy and inflation diminish the purchasing power of retirement savings, car...
Tax sheltering earned income for use in later years has become the cornerstone of many taxpayers’ re...
Retirement planning is an issue of growing concern to the nation’s aging population and state govern...
Contrary to past beliefs, Roth IRAs can benefit retirees. This article discusses retirement planning...
The ability to defer federal and state income taxes on both the periodic contribution and annual ret...
This paper considers the impact of including endogenously determined retirement on optimal tax polic...
Dealing with taxes is one of the details that can fall through the cracks during the trying times of...
Traditional analysis on the use of Roth accounts often focuses on the expectations of tax rates in t...
We investigate the optimal savings decisions for investors with access to pre-tax (traditional) and ...
Legal planning for elders focuses on protecting retirement income and finding ways to pay for long-t...
This study provides the causal effects of the state retirement income exemption policies on savings ...
Individuals of modest wealth may face significant estate taxes but do not have such a large base of ...
Qualified retirement plans provide for tax deferral, but they are also subject to a 15% excise tax o...
Individuals are often not aware of the required level of contributions needed to fund a retirement s...
Optimal withdrawal strategies are developed for retirees with multiple types of tax-advantaged savin...