How to avoid tax creep in retirement

The state pension went up 8.5% in April, but frozen thresholds mean pensioners will be paying more tax

AMERCO (UHAL)

NYSE - NYSE Delayed price. Currency in USD

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63.19

-0.67

(-1.05%)

At close: 04:00PM EDT

61.93

-1.26

(-1.99%)

After hours:

05:46PM EDT

Major holders

Currency in USD

60.89%	% of shares held by all insiders
36.86%	% of shares held by institutions
94.25%	% of float held by institutions
270	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	876,917	30 Dec 2023	4.47%	55,412,384
Scharf Investments, LLC	657,373	30 Dec 2023	3.35%	41,539,398
Yacktman Asset Management Lp	548,420	30 Dec 2023	2.80%	34,654,659
Smead Capital Management, Inc.	534,592	30 Dec 2023	2.73%	33,780,867
Abrams Capital Management, L.P.	407,027	30 Dec 2023	2.08%	25,720,035
Blackrock Inc.	391,693	30 Dec 2023	2.00%	24,751,080
Dimensional Fund Advisors LP	384,106	30 Dec 2023	1.96%	24,271,657
Norges Bank Investment Management	274,162	30 Dec 2023	1.40%	17,324,296
FMR, LLC	269,657	30 Dec 2023	1.38%	17,039,625
State Street Corporation	218,845	30 Dec 2023	1.12%	13,828,815

Holder	Shares	Date reported	% out	Value
Smead Funds Trust-Smead Value Fund	473,200	29 Nov 2023	2.41%	29,901,507
AMG Yacktman Fd	330,000	30 Dec 2023	1.68%	20,852,699
Vanguard Total Stock Market Index Fund	271,612	30 Dec 2023	1.39%	17,163,161
Vanguard Small-Cap Index Fund	224,329	30 Dec 2023	1.14%	14,175,349
Variable Insurance Products Fund III-Mid-Cap Portfolio	223,100	28 Feb 2024	1.14%	14,097,688
Vanguard Extended Market Index Fund	170,105	30 Dec 2023	0.87%	10,748,934
Vanguard Small Cap Value Index Fund	155,069	30 Dec 2023	0.79%	9,798,809
AMG Yacktman Focused Fd	114,000	30 Dec 2023	0.58%	7,203,659
DFA U.S. Large Cap Value Series	84,288	30 Jan 2024	0.43%	5,326,158
Artisan Mid Cap Value Fund	68,148	30 Dec 2023	0.35%	4,306,272