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Taxes

IRS Ups the Savings Ante for 2019

MyPersonalCFO - 0
If you’ve ever wished you could stash away more money in your tax-deferred retirement accounts, the IRS has made your dream come true. Contribution...
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Taxes

Gift Tax Trap

Bob Williams - 0
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Taxes

A Solution to Filing Estimated Taxes in Retirement

Bob Williams - 0
When you were working, paying all your taxes was not that big a deal (even though it was painful). You set your withholding, the...
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Taxes

Medicare and the Health Savings Account Penalty

Bob Williams - 0
The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions; you get to withdraw money...
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Taxes

HSA Contribution Limits Go Up in 2023

Bob Williams - 0
If you have a Health Savings Account (HSA), there’s good news and there’s bad news for next year. The good news—in 2023 you’ll be...
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Taxes

The Estate Tax Exemption Amount Increases in 2022, BUT…

Bob Williams - 0
When the Tax Cuts and Jobs Act of 2017 became law, estate tax exemptions got a substantial boost. The amount each individual could pass...
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Taxes

How the IRS Taxes Your Retirement Income

Bob Williams - 0
Oh, the day you can hang up your career and ease into that status you’ve been working toward most of your adult life, the...
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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

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

The Other Shoe is Dropping on Homeowners

Bob Williams - 0
What a crazy housing market! Skyrocketing prices, no haggling on the asking price, and bidding wars that create offers way above the asking price....
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