Bob Williams

Articles by Bob Williams

How Much Taxes Will Retirees Owe on Their Retirement Income

Planning for retirement. We spend most of our working career preparing for it, saving for it, covering every contingency. When you finally wave goodbye to the company, you’re ready for all that planning to take over. But does your planning take into account the taxes you’ll have to pay on your retirement income? It’s one of the biggest retirement planning mistakes people make.

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Charitable Remainder Trusts

Alhambra’s’ Bob Williams describes Charitable Remainder Trusts and how they can be used as a planning tool to create a win-win for you and charities.

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12 States That Keep Retirement Dollars in Your Pocket

Map courtesy AARP

“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 expensive all the time. There’s inflation, which raises the cost of goods and services, eating into your retirement budget.

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