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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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Taxes

Don’t Distribute the Estate Too Soon

Bob Williams - 0
“Hey, when am I going to get my money?” I can’t tell you how many times I’ve heard beneficiaries ask that question when they’ve...
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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

Abolishing the IRS

Bob Williams - 0
What’s that I hear? It’s very faint, but it sounds familiar. I cup my hand around my ear to hear better and, yes, I’ve...
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Taxes

Betty White—A Financially Savvy Celebrity

Bob Williams - 0
Celebrities are often placed on a pedestal because of their success and their extraordinary talent—people like Elvis, Aretha Franklin, Prince, Michael Jackson, Howard Hughes,...
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Taxes

IRS Hikes Penalties for Underpaying Taxes in 2023

Bob Williams - 0
Well, the IRS hasn’t hired those 87-thousand new agents approved by Congress last year. But even without them, the cost of underpaying your taxes...
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Taxes

SECURE Act 2.0 – The IRS Sweetens the Retirement Pot

Bob Williams - 0
In December 2022, Congress and the president did what they do best—spend more money--$1.7 trillion. The spending includes $858 billion for the military, $772...
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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...
Read more
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