News and advice on how to minimize your tax liability in retirement

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I’m 76 and lost $200,000 in shares when a company went bankrupt. How do I minimize this capital loss?

'I have enough in retirement funds --- over $500,000 --- to be very conservative now in my investments, without the potential of principal loss.'

More Headlines on Taxes

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Don’t let your teen’s summer job end up costing you in taxes, fees and college tuition

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IRS says it’s catching more wealthy tax cheats and cutting phone wait times

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I inherited a lake house, but want to give my share to my sister. How can we do this — and avoid paying taxes?

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IRS targets employee stock-ownership plans

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I inherited money from my father. How do I avoid a ‘tax bomb’ with RMDs?

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If I have $10 million, how much should I give away while I’m alive?

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I’m in my 70s and doing Roth conversions, but I’m not sure I’m doing it right

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IRS will stop most unannounced visits to taxpayers — says it will help stamp out scam artists

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Should I roll my Roth 401(k) into a Roth IRA? What are the rules?

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Elderly couple ripped off by daughter takes a $400,000 tax hit on the stolen $2 million

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Some retirement catch-up contributions are about to get taxed — these organizations want to delay that

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Did you inherit an IRA? IRS offers some breathing room on how much you can withdraw this year.

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IRS collects $38 million from ‘delinquent millionaires’ — and it’s just getting started

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My inherited investment accounts have lost $28,000. Can I liquidate them and take a tax write-off?

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I need some cash, can I borrow from my IRA?

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‘I cannot accept this as an alternative for working families’: Americans could see big changes to their standard deduction

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My ex-husband died and I inherited his Roth IRA. Why am I being taxed on it?