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Taxes

Medicare and the Health Savings Account Penalty

Financial Planning Bob Williams -
The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions; you get to withdraw money...

Required Minimum Distribution – Rules

Financial Planning Bob Williams -
Traditional (Traditional IRAs, SEP, SIMPLE, SARSEP) RMDs begin at age 73 In 2033 the RMD age goes to 75 An IRA owner must calculate the RMD separately...
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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,...

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...

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...
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