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Taxes

Required Minimum Distribution – Rules

Bob Williams - 0
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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Taxes

Divorce. Who Gets to Deduct the Kids?

Bob Williams - 0
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...
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Taxes

Important Ages on the Retirement Planning Timeline

Bob Williams - 0
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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Taxes

Qualified Charitable Distributions (QCD) from Inherited IRAs

Bob Williams - 0
At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The government was more than happy...
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Taxes

20 IRA Mistakes

Bob Williams - 0
Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction, you get to take it...
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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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