Subscribe
Subscribe
Home Financial Planning Taxes

Taxes

Latest
Taxes

Getting Your Social Security Benefit Statement for Tax Purposes

MyPersonalCFO - 0
Every year at tax time it’s the same exasperating ritual—collecting the mountains of paper that show the IRS how much money you made, and...
Read more
heap of american money cash and vintage light box
Taxes

Crazy Things that are Taxable

MyPersonalCFO - 0
The IRS is the undisputed overlord of tax collections. Pay up, pay the right amount and pay on time, or you’ll be hit with...
Read more
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...
Read more
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...
Read more
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...
Read more
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....
Read more
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...
Read more
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...
Read more
heap of american money cash and vintage light box
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...
Read more
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...
Read more
123...13Page 1 of 13

© My Personal CFO