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Taxes

19 Questions to Maximize Your Social Security

MyPersonalCFO - 0
My Dad always said, “Son, never leave money on the table.” That’s good advice to consider when it comes to your Social Security benefit. On...
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Taxes

Gifting Tax Rules

MyPersonalCFO - 0
A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit, and the Generation Skipping Transfer...
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Taxes

Giving More to Charity and Reducing Your Taxes

MyPersonalCFO - 0
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...
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Taxes

How to Calculate Taxes on Social Security Benefits

MyPersonalCFO - 0
“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get from people thinking about retirement....
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Taxes

Do I Have to Pay IRMAA in 2025

MyPersonalCFO - 0
IRMAA. It sounds like someone’s grandmother or aunt. But IRMAA is not nearly as sweet and loving as they are. IRMAA stands for Income-Related...
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Taxes

Common IRS Penalties

MyPersonalCFO - 0
To paraphrase Elizabeth Barrett Browning, “How does the IRS fine thee? Let me count the ways.” In fact, according to H&R Block, there are...
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Taxes

A Solution to Filing Estimated Taxes in Retirement

Bob Williams - 0
When you were working, paying all your taxes was not that big a deal (even though it was painful). You set your withholding, the...
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Taxes

Who Gets to Deduct the Kids?

Bob Williams - 0
Divorce. It’s ugly business. Not just in the emotional toll it takes on the couple calling it quits, but in time, money, other resources...
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Taxes

Don’t Forget the Spousal IRA

Bob Williams - 0
For much of American history, most households were single income families—dad went to work and mom stayed home keeping house and raising the kids...
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Taxes

Charitable Giving Strategies

Bob Williams - 0
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
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