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Taxes

Medical Expense Deduction Tax Relief

Bob Williams - 0
It’s only taken Congress 34 years, but the threshold for claiming a medical expense deduction has finally been made permanent. For 2021 and forevermore,...
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Taxes

5 States Lowering Taxes in 2021

Bob Williams - 0
To modify an old journalism adage, “When a state raises taxes, that’s expected. But when a state lowers taxes, that’s news!” And, believe it...
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Taxes

Ask Bob About Social Security and Taxes

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Taxes

How Much Taxes Will Retirees Owe on Their Retirement Income

Bob Williams - 0
Planning for retirement. We spend most of our working career preparing for it, saving for it, covering every contingency. When you finally wave goodbye...
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Taxes

401(k) Rollovers (VIDEO)

Bob Williams - 0
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Taxes

5 Ways to Take Money from Your IRA Without Paying a Penalty

Bob Williams - 0
The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing. Eventually, though, you have to...
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Taxes

12 States That Keep Retirement Dollars in Your Pocket

Bob Williams - 0
“Will I outlive my money?” That’s one of the biggest concerns for most retirees. There’s the high cost of medical care, which gets more...
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Taxes

Medical Reimbursement Accounts

Bob Williams - 0
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Taxes

Gift Tax Trap

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Taxes

The Secret of Giving Depreciated Assets to a Spouse

Bob Williams - 0
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