Retirement

Medicare General Enrollment 2024

Financial Planning Bob Williams - June 25, 2024

It’s time for another Medicare enrollment period. I know! From October into December, we were bombarded with what seems like a never-ending stream of...

Ask Bob: My Ex Gets How Much? (VIDEO)

Goals Bob Williams - June 14, 2024

An ex-spouse can get a Social Security benefit based on your work history. How much depends on how it's claimed. Alhambra's Bob Williams explains.

Do You Have to Pay Taxes on Social Security Income?

Financial Planning Bob Williams - June 12, 2024

Every tax season, the same question arises from Americans receiving Social Security. “Do I have to pay taxes on...

Long-Term Care (VIDEO)

Financial Planning Bob Williams - January 18, 2024

70% of adults age 65 and older will need some kind of long-term care. Paying for it can be...

Important Ages on the Retirement Planning Timeline

Financial Planning Bob Williams - January 18, 2024

Retirement planning is one of those things you have to get right. It can make all the difference between...

Qualified Charitable Distributions (QCD) from Inherited IRAs

Charitable Bob Williams - November 27, 2023

At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The...

20 IRA Mistakes

Financial Planning Bob Williams - November 27, 2023

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...

Taking Money from an IRA Without Penalty

Financial Planning Bob Williams - November 27, 2023

The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing....