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Taxes

Taking Money from an IRA Without 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

Roth IRAs and the Death of Military Personnel

Bob Williams - 0
There is a little-known rule connected to Roth IRAs that can benefit the surviving spouse of a deceased military member. It allows for a...
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Taxes

How Long Should You Keep Tax Records?

Bob Williams - 0
There are certain questions of life we all want answered. What happens when you die? Does my life have meaning? How long should I...
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Taxes

Tax Deductions for the Caregiver

Bob Williams - 0
It’s a fact of life. Americans are consistently living longer than ever before. It used to be that someone living to 90 was a...
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Taxes

Free Tax Help for Seniors

Bob Williams - 0
Tax Time—it’s one of those phrases that strikes fear in the hearts of even the strongest among us. It can send one spouse scurrying...
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Taxes

Filing Taxes for a Deceased Loved One

Bob Williams - 0
Someone trusts you so much that they name you to settle their estate when they’re gone. You’re honored they have that much confidence in...
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Taxes

Guarding Against the Survivor Trap

Bob Williams - 0
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...
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Taxes

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

Bob Williams - 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...
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Taxes

Simplified Employee Pension (SEP)

Bob Williams - 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...
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Taxes

Know the Rules Before Taking a Lump Sum Distribution

Bob Williams - 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...
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