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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

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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Taxes

Year-End Financial Checklist

Bob Williams - 0
The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
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Taxes

2024 Year End Financial Moves to Make Right Now

Bob Williams - 0
It seems like we just rang in the new year and here we are at the end of 2024. So, with the time left...
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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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Taxes

Medicare and the Health Savings Account Penalty

Bob Williams - 0
The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions; you get to withdraw money...
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Taxes

Required Minimum Distribution – Rules

Bob Williams - 0
Traditional (Traditional IRAs, SEP, SIMPLE, SARSEP) RMDs begin at age 73 In 2033 the RMD age goes to 75 An IRA owner must calculate the RMD separately...
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heap of american money cash and vintage light box
Taxes

Free Tax Help for Seniors

Bob Williams - 0
Tax Time—it’s one of those phrases that strikes fear in the hearts of even the strongest among us. It can send one spouse scurrying...
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heap of american money cash and vintage light box
Taxes

Abolishing the IRS

Bob Williams - 0
What’s that I hear? It’s very faint, but it sounds familiar. I cup my hand around my ear to hear better and, yes, I’ve...
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Taxes

Betty White—A Financially Savvy Celebrity

Bob Williams - 0
Celebrities are often placed on a pedestal because of their success and their extraordinary talent—people like Elvis, Aretha Franklin, Prince, Michael Jackson, Howard Hughes,...
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