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Ask Bob: Dangerous Estate Planning Myths

MyPersonalCFO - 0
Alhambra’s Bob Williams dispels 4 common myths that can have a negative impact on estate planning.
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Taxes

Year-End Investment Checklist

Bob Williams - 0
With the end of the year in sight, lots of plans are being made—what gifts to buy, what the menu will be, and how...
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Taxes

Things You Didn’t Know Were Tax Deductions

Bob Williams - 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...
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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...
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Taxes

It’s Time to Tackle the Year-End Financial Checklist

Bob Williams - 0
Here we are again in the final quarter of the year when thoughts turn to Thanksgiving and Christmas and… reviewing your financial house. Oh,...
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Taxes

Year-End Investment Checklist

Bob Williams - 0
The end of the year is a financial opportunity—an opportunity to take advantage of remaining tax breaks and keep Uncle Sam’s hand from going...
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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

Actions You Can Take Now to Reduce Your 2019 Tax Bite

Bob Williams - 0
Yes, it’s still a few months before you have to strap on the gloves and step into the ring with the IRS again, but...
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Taxes

6 Tax Breaks Retirees Often Don’t Think About

Bob Williams - 0
Let’s update some two-thousand-year-old tax advice—Give to Caesar what belongs to Caesar, but don’t give him more than that. Today, tax deductions and credits...
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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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