Indiana, PA - Indiana County

BRUCE WILLIAMS

Send questions to bruce@brucewilliams.com. Questions of general interest will be answered in future columns. Owing to the volume of mail, personal replies cannot be provided. The Bruce Williams Radio Show can now be heard 24/7 via iTunes and at www.taeradio.com. It is also available at www.brucewilliams.com.

Articles by BRUCE WILLIAMS

SMART MONEY: State-sponsored 529 plan may play a part in savings SMART MONEY: State-sponsored 529 plan may play a part in savings
10 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: Can you explain to me what a 529 plan is and how it works? I want to make sure my daughter has enough money to attend college when that time comes. — Reader [Read More]
SMART MONEY: Investment goals help determining portfolio mix SMART MONEY: Investment goals help determining portfolio mix
11 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: Should money in retirement accounts be divided between stocks and bonds or limited to stocks for best returns? — E.R. [Read More]
BRUCE WILLIAMS' 'SMART MONEY:' 401(k) good way to start investing BRUCE WILLIAMS' 'SMART MONEY:' 401(k) good way to start investing
12 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: Is it better to start a 401(k) or a private fund? My spouse and I have been trying to figure this out before we run into mistakes. — J.B. [Read More]
SMART MONEY: Capital gains taxes could complicate move SMART MONEY: Capital gains taxes could complicate move
13 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: We have a reverse mortgage. I am 80, and my husband is 82. We live on a lake. [Read More]
SMART MONEY: Private contractor must pay tax as both employee, employer SMART MONEY: Private contractor must pay tax as both employee, employer
14 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My husband was recently hired by a friend to drive his truck and they split the commission. His friend owns a legitimate business, but there are no taxes taken from my husband’s check for Uncle Sam. [Read More]
SMART MONEY: New broker's fees are unwelcome surprise SMART MONEY: New broker's fees are unwelcome surprise
15 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I rolled IRA funds ($26,500) from a 3 percent annuity (time had elapsed, no penalty) to another broker that invested it in preferred bank stock where I would earn approximately 6.25 percent. [Read More]
SMART MONEY: Expert advice on structuring annuity is worth the cost SMART MONEY: Expert advice on structuring annuity is worth the cost
16 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I am 70 years old and I have an annuity that has matured. If I redeem it, the capital gains would be a little over $40,000. The guaranteed value (excluding death benefit) is $72,000, which is the original investment amount. [Read More]
SMART MONEY: Health insurance for all SMART MONEY: Health insurance for all
17 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: Is cancer, heart attack and stroke insurance a worthwhile purchase or a waste of money? [Read More]
SMART MONEY: Repeated home financing complicates tax calculations
18 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I sold my home after 36 years in residence and am now preparing to do my taxes. My ex-husband and I purchased the house in 1977 for $74,000. [Read More]
SMART MONEY: Timing of inheritance matters little SMART MONEY: Timing of inheritance matters little
19 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I am executor for my friend and next-door neighbor’s estate. He is a 94-year-old widower, has no children and is leaving me his house, valued at $200,000. [Read More]
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