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Ask Bob: Gifting

MyPersonalCFO - 0
Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through the basics.
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Taxes

The IRS Will Tax Less of an Estate in 2023

Bob Williams - 0
In 2012, the American Taxpayer Relief Act (ATRA) established, for the first time, a permanent estate tax and gift tax exemption. The exemption is...
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Taxes

2023 Retirement Plan Contribution Limits

Bob Williams - 0
Worried about saving enough for retirement? You can put away more next year. The IRS has just announced the new retirement plan contribution limits...
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Taxes

Underpaying Your Taxes Just Got More Expensive

MyPersonalCFO - 0
The IRS wants its tax money and it wants it now. Even if you pay all the taxes you owe when you file your...
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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

Gifting Just Got More Generous for 2023

Bob Williams - 0
If you’ve been gifting money each year to people you love, or using gifting as a planning tool, it’s about to get even better....
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Taxes

10 States with the Lowest Cost of Living for Retirees

Bob Williams - 0
You’re thinking about retirement. In fact, you’ve been thinking about it and planning for it a long time. One of the questions you have...
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Taxes

Will the IRS Stop Taxing Social Security Benefits?

Bob Williams - 0
For approximately half of retirees, their Social Security check is just like the paycheck they received when working—they don’t get to keep all of...
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Taxes

The Dangers of Inheriting a Health Savings Account (VIDEO)

MyPersonalCFO - 0
Woe to the person who inherits a Health Savings Account. Alhambra's Bob Williams describes the pitfalls and what to watch out for.
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Taxes

Using Health Savings Accounts as a Retirement Planning Tool

Bob Williams - 0
A really long time ago… in a galaxy far, far away… I worked for a building contractor. That experience taught me that every successful...
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