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Taxes

Fund an HSA with an IRA

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Taxes

5 States Lowering Taxes in 2021

Bob Williams - 0
To modify an old journalism adage, “When a state raises taxes, that’s expected. But when a state lowers taxes, that’s news!” And, believe it...
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Taxes

Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate

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By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments Introduction: Over the past several decades...
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Taxes

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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Taxes

Ask Bob: Is Maxing Out Your 401k A Good Investment Decision?

Bob Williams - 0
Since the beginning of 401(k) plans in 1978, people have considered it to be the quintessential retirement plan—you get to save money before taxes...
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Taxes

How Long Should We Keep Tax Records?

Bob Williams - 0
There are certain questions of life we all want answered. What happens when you die? Does my life have meaning? How long should I keep tax...
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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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Taxes

Ask Bob: Withholding Taxes From Social Security

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Taxes

Ask Bob: Dangerous Estate Planning Myths

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

Use a 529 Account to Pay Student Loans

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Student loan debt has become one of the largest classes of consumer debt in the country. In fact, it affects as many as 43 million...
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