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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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Taxes

Fraud Victims Owe Taxes on the Fraud

Bob Williams - 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...
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Taxes

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

Bob Williams - 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...
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Taxes

Health Savings Accounts as a Retirement Planning Tool

Bob Williams - 0
A really long time ago… in a galaxy far, far away… I worked for a building contractor. That experience taught me that every successful...
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Taxes

Use a 529 Account to Pay Student Loans

Bob Williams - 0
Student loan debt has become one of the largest classes of consumer debt in the country. In fact, it affects as many as 43 million...
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Taxes

529 Education Savings Accounts

Bob Williams - 0
529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the plan. When it began in...
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