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Investing
Strategy
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Taxes
Estate Planning
Goals
Retirement
Risk
Getting Your Social Security Benefit Statement for Tax Purposes
Financial Planning
MyPersonalCFO
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April 21, 2025
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...
Crazy Things that are Taxable
Financial Planning
MyPersonalCFO
-
April 1, 2025
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...
19 Questions to Maximize Your Social Security
Financial Planning
MyPersonalCFO
-
March 27, 2025
My Dad always said, “Son, never leave money on the table.” That’s good advice to consider when it comes...
Gifting Tax Rules
Charitable
MyPersonalCFO
-
March 25, 2025
A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit,...
Giving More to Charity and Reducing Your Taxes
Charitable
MyPersonalCFO
-
March 19, 2025
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate...
How to Calculate Taxes on Social Security Benefits
Financial Planning
MyPersonalCFO
-
March 7, 2025
“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get...
Do I Have to Pay IRMAA in 2025
Financial Planning
MyPersonalCFO
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March 5, 2025
IRMAA. It sounds like someone’s grandmother or aunt. But IRMAA is not nearly as sweet and loving as they...
Common IRS Penalties
Financial Planning
MyPersonalCFO
-
March 3, 2025
To paraphrase Elizabeth Barrett Browning, “How does the IRS fine thee? Let me count the ways.” In fact, according...
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