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Taxes

Divorce. Who Gets to Deduct the Kids?

Financial Planning Bob Williams -
Divorce. It’s an ugly business. Not just in the emotional toll it takes on the couple calling it quits, but in time, money, other...

Important Ages on the Retirement Planning Timeline

Financial Planning Bob Williams -
Retirement planning is one of those things you have to get right. It can make all the difference between the retirement you’ve dreamed of...
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Qualified Charitable Distributions (QCD) from Inherited IRAs

Charitable Bob Williams -
At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The...

20 IRA Mistakes

Financial Planning Bob Williams -
Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...

Taking Money from an IRA Without Penalty

Financial Planning Bob Williams -
The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing....

Roth IRAs and the Death of Military Personnel

Financial Planning Bob Williams -
There is a little-known rule connected to Roth IRAs that can benefit the surviving spouse of a deceased military...

How Long Should You Keep Tax Records?

Financial Planning Bob Williams -
There are certain questions of life we all want answered. What happens when you die? Does my life have...

Tax Deductions for the Caregiver

Financial Planning Bob Williams -
It’s a fact of life. Americans are consistently living longer than ever before. It used to be that someone...
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