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Taxes

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Taxes

Getting IRA Money Without Paying the Early Withdrawal Penalty

Bob Williams - 0
1975 was a big year in financial annals when Americans were given a brand new way to save for retirement in something called an...
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Taxes

HSA Contribution Limits Go Up in 2023

Bob Williams - 0
If you have a Health Savings Account (HSA), there’s good news and there’s bad news for next year. The good news—in 2023 you’ll be...
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Taxes

How Much Are You Losing in Your Flexible Spending Account?

Bob Williams - 0
Your company offers a Flexible Spending Account (FSA) that allows money to come out of your check before taxes and then you use that...
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Taxes

New RMD Tables Mean Less Taxes

Bob Williams - 0
Every little bit helps, especially in the worst inflationary period in 40 years. But for people who have to take Required Minimum Distributions (RMD)...
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Taxes

How the IRS Taxes Your Retirement Income

Bob Williams - 0
Oh, the day you can hang up your career and ease into that status you’ve been working toward most of your adult life, the...
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Taxes

New Tax Brackets for 2022

Bob Williams - 0
It seems like you just finished filing your tax return and now it’s almost time to step into the ring with the IRS again....
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Taxes

Getting Tax Credit for Saving

Bob Williams - 0
Over the years, I’ve been given a couple of simple but profound pieces of financial advice. A man I looked up to told me...
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Taxes

The Estate Tax Exemption Amount Increases in 2022, BUT…

Bob Williams - 0
When the Tax Cuts and Jobs Act of 2017 became law, estate tax exemptions got a substantial boost. The amount each individual could pass...
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Taxes

Year-End Investment Checklist

Bob Williams - 0
The end of the year is a financial opportunity—an opportunity to take advantage of remaining tax breaks and keep Uncle Sam’s hand from going...
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Taxes

Tax Deductions That Ease the Financial Burden of Being a 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 be 90 was...
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