bob.williams

About Bob Williams

Give us a call today at 1-888-777-0970 or via email at info@alhambrapartners.com and we’d be happy to arrange for one of our investment professionals to discuss your situation with you – completely complimentary. Let’s start the conversation today. Bob is the Director of Media at Alhambra Investments, an SEC-registered Investment Advisory firm doing business since 2006. Alhambra Investments specializes in all-weather, highly diversified, multiple asset class portfolios.

The IRS Will Tax Less of an Estate in 2023

By |2022-11-16T11:54:21-05:00November 16th, 2022|Estate Planning, Financial Planning|

In 2012, the American Taxpayer Relief Act (ATRA) established, for the first time, a permanent estate tax and gift tax exemption. The exemption is the amount an individual can pass on at death without paying estate taxes. The legislation set the exemption at $5 million per person, indexed for inflation. Five years later, Congress decided the exemption was not large [...]

2023 Retirement Plan Contribution Limits

By |2022-11-14T14:22:37-05:00November 14th, 2022|Financial Planning, Retirement|

Worried about saving enough for retirement? You can put away more next year. The IRS has just announced the new retirement plan contribution limits for 2023. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government's Thrift Savings Plan increases to $22,500, up from $20,500. For individuals 50 and older, the catch-up contribution [...]

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