Taxes

The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions; you get to withdraw money...

Taxes

Taking Money from an IRA Without Penalty

Bob Williams - November 27, 2023 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...

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

7 Estate Planning Potholes

Bob Williams - May 18, 2020 0

Estate planning. It’s such a noble phrase. It conjures up images of passing on to your loved ones a lifetime of hard work and...

Taxes

Use a 529 Account to Pay Student Loans

Bob Williams - October 31, 2023 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...

Taxes

4 Expensive IRA Rollover Tax Traps and How to Avoid Them

Bob Williams - July 22, 2019 0

IRA rollovers are as common as drinking water. But if your rollover isn’t done correctly, it can cost you taxes and penalties, sucking out money that...

Winning the Battle of Required Minimum Distributions

How To Make RMD’s Work For You

Qualified Charitable Distributions

Year-End Investment Checklist

IRS Ups the Savings Ante for 2019

Use a 529 Account to Pay Student Loans

Filing Taxes for a Deceased Loved One

Underpaying Your Taxes Just Got More Expensive

Year-End Financial Checklist

Medicare and the Health Savings Account Penalty

Taking Money from an IRA Without Penalty

Know the Rules Before Taking a Lump Sum Distribution

7 Estate Planning Potholes

Use a 529 Account to Pay Student Loans

4 Expensive IRA Rollover Tax Traps and How to Avoid Them