Taxes

It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...

Taxes

Just Because You Give It, Doesn’t Remove It from Your Estate

Bob Williams - November 16, 2023 0

Wait a minute! I thought giving gifts was a great estate planning tool. Conventional wisdom has always said that gifts reduce the size of...

architect composition data demonstration

Taxes

Simplified Employee Pension (SEP)

Bob Williams - November 9, 2023 0

In the world of retirement savings, it’s easy to get confused because there are so many types of plans, many identified with weird names...

Taxes

Know the Rules Before Taking a Lump Sum Distribution

Bob Williams - November 9, 2023 0

It’s the end of an era, at least for Baby Boomers. Some have already retired; many more can see the finish line of their...

Taxes

Fraud Victims Owe Taxes on the Fraud

Bob Williams - November 6, 2023 0

It’s bad enough to get scammed. But being forced to pay taxes on what you were scammed out of just compounds the hurt. This...

Taxes

Inherited Health Savings Accounts—Not a Beneficiary’s Best Friend

Bob Williams - November 2, 2023 0

The Health Savings Account has been a wonderful addition to the financial landscape of people who are eligible for one. They’re often thought of...

What You Can Do with a 529 Education Savings Accounts

Getting Your Social Security Benefit Statement for Tax Purposes

Crazy Things that are Taxable

19 Questions to Maximize Your Social Security

Gifting Tax Rules

How Long Should You Keep Tax Records?

Tax Deductions for the Caregiver

Free Tax Help for Seniors

Filing Taxes for a Deceased Loved One

Guarding Against the Survivor Trap

Just Because You Give It, Doesn’t Remove It from Your Estate

Simplified Employee Pension (SEP)

Know the Rules Before Taking a Lump Sum Distribution

Fraud Victims Owe Taxes on the Fraud

Inherited Health Savings Accounts—Not a Beneficiary’s Best Friend