Taxes

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

Taxes

Heirs Can Be Personally Liable For An Estate’s Taxes

MyPersonalCFO - May 15, 2025 0

Someone thought enough of you to make you a beneficiary of their estate. They’ve passed away and now you’ve received your portion. The question...

Taxes

Know the Rules Before Taking a Lump Sum Distribution

Bob Williams - November 9, 2023 0

It’s the end of an era, at least for Baby Boomers. Some have already retired; many more can see the finish line of their...

Taxes

Getting Your Social Security Benefit Statement for Tax Purposes

MyPersonalCFO - April 21, 2025 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...

Taxes

Things You Didn’t Know Were Tax Deductions

Bob Williams - October 23, 2019 0

Have you ever had that sick feeling in the pit of your stomach when you realize there was a tax deduction you could have...

Taxes

Ask Bob: Dangerous Estate Planning Myths

MyPersonalCFO - August 2, 2022 0

Alhambra’s Bob Williams dispels 4 common myths that can have a negative impact on estate planning.

Taxes

More IRS Audits for Taxpayers Making Over $50,000

Bob Williams - August 15, 2022 0

IRS Audit! Those are words that will send a cold chill up your spine. And it’s a phrase being heard more often. The IRS...

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Heirs Can Be Personally Liable For An Estate’s Taxes

Know the Rules Before Taking a Lump Sum Distribution

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Things You Didn’t Know Were Tax Deductions

Ask Bob: Dangerous Estate Planning Myths

More IRS Audits for Taxpayers Making Over $50,000