Taxes

The maximum contribution limits to tax-deferred savings accounts have been set for 2022. You can put more into employer-sponsored plans, but not individual accounts. IRA...

Taxes

Medical Expenses Retirees Can Deduct

Bob Williams - October 20, 2021 0

Like most people, I don’t want to pay more taxes than necessary. That common-sense approach to money began when I got my first job...

Taxes

Paying More Taxes Because Your Spouse Dies

MyPersonalCFO - September 27, 2021 0

It’s one of the most obscure taxes in the IRS code, but it can be one of the most devastating at a time when...

Taxes

Stealth Income Taxes

Bob Williams - August 23, 2021 0

In 1983, the United States changed the rules of engagement when it unveiled the first Stealth Aircraft—the F-117 Nighthawk. The goal was to make...

architect composition data demonstration

Taxes

Spousal Lifetime Access Trusts—a Treasure Chest for Married Couples

Bob Williams - August 16, 2021 0

There’s an old axiom that says, “All good things must come to an end.” And unless Congress makes some changes, that’s what will happen...

Taxes

A Retiree’s Financial Worry List

Bob Williams - July 28, 2021 0

59% of American adults are worriers. You probably know some of them. You might even be one. Worry doesn’t attack just young or old,...

Clearing Up the Confusion About Social Security

What To Do About The Widow’s Penalty

5 Common Estate Planning Mistakes

What You Can Do with a 529 Education Savings Accounts

Crazy Things that are Taxable

Getting Tax Credit for Saving

The Estate Tax Exemption Amount Increases in 2022, BUT…

Year-End Investment Checklist

Tax Deductions That Ease the Financial Burden of Being a Caregiver

2022 401(k) and IRA Contribution Limits

Medical Expenses Retirees Can Deduct

Paying More Taxes Because Your Spouse Dies

Stealth Income Taxes

Spousal Lifetime Access Trusts—a Treasure Chest for Married Couples

A Retiree’s Financial Worry List