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: Capital gains taxes could complicate move SMART MONEY: Capital gains taxes could complicate move
21 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
22 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
23 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
24 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
25 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
26 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
27 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]
SMART MONEY: First wife collects benefits on man's Social Security
28 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My husband was married 10 years ago to his first wife. She is collecting disability benefits on his Social Security although she married after they were divorced. Will this affect me in any way as his present wife? -- F.K., via email [Read More]
SMART MONEY: A little know-how will quiet fears of the stock market SMART MONEY: A little know-how will quiet fears of the stock market
29 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I am a recent widow (61 years old), and I decided to take my husband’s Social Security now. I have about $400,000 in money market accounts and CDs. My house is paid for (worth $255,000), and I am thinking of selling and downsizing to something much smaller. [Read More]
SMART MONEY: Real estate brokers' fees are negotiable
30 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: How do brokers come up with their fees? Is there a standard amount they use like attorneys? — G.F., via email [Read More]
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