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Taxes

Ask Bob About Social Security and Taxes

Bob Williams - 0
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Taxes

How Much Taxes Will Retirees Owe on Their Retirement Income

Bob Williams - 0
Planning for retirement. We spend most of our working career preparing for it, saving for it, covering every contingency. When you finally wave goodbye...
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Taxes

401(k) Rollovers (VIDEO)

Bob Williams - 0
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Taxes

5 Ways to Take Money from Your IRA Without Paying a Penalty

Bob Williams - 0
The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing. Eventually, though, you have to...
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Taxes

12 States That Keep Retirement Dollars in Your Pocket

Bob Williams - 0
“Will I outlive my money?” That’s one of the biggest concerns for most retirees. There’s the high cost of medical care, which gets more...
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Taxes

Gift Tax Trap

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Taxes

How Long Should I Keep Tax Records

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Taxes

7 Estate Planning Potholes

Bob Williams - 0
Estate planning. It’s such a noble phrase. It conjures up images of passing on to your loved ones a lifetime of hard work and...
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Taxes

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

MyPersonalCFO - 0
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

2019 IRA Contributions Delay

Bob Williams - 0
As a result of the COVID-19 pandemic, U.S. Treasury Secretary Steve Mnuchin extended the 2019 tax filing date to July 15.  As a result, it also...
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