Search
Steve Coker, CFP
- Oct 1
- 3 min
Should I take out a 401k Loan?
If you have high interest credit card debt, want to buy a new car, or simply need some extra cash it is often very easy to dip into your...
Steve Coker, CFP
- Sep 17
- 2 min
Tax Changes Are Coming: An update
After months of anticipation the House Ways and Means Committee has finally released their tax proposals. I have not written much about...
Steve Coker, CFP
- Aug 27
- 4 min
What documents should I keep?
While it seems like a mundane question, “What documents should I keep?” is one of the most common questions I hear, and it is far from...
Steve Coker, CFP
- Jul 25
- 2 min
What is a fair share?
This week congress is expected to begin negotiations on sweeping changes to the U.S. tax code. We expect taxes to go up, particularly for...
Steve Coker, CFP
- Jul 11
- 3 min
What is the Difference Between Gain and Return?
How am I doing? It is a common question among investors. We all want to measure how well we are managing our money. Of course, we can...
Steve Coker, CFP
- May 22
- 2 min
The Coming Tax Wave
There are rumors coming out of Washington – rumors of increased taxes. While the specifics are still being worked out, momentum is...
Carole Meitler
- Mar 26
- 2 min
What You Need to Know About the New Tax Day Extension to May 17
On March 17, the Internal Revenue Service (IRS) announced that the 2020 federal income tax filing due date for individuals will be...
Walter Cifuentes
- Jan 29
- 2 min
What is a 1099-R?
It is that lovely time of year that we all like to look forward too - Tax Season! You might have noticed something in your mailbox that...
Steve Coker, CFP
- Nov 13, 2020
- 2 min
Getting started on year-end tax planning
It doesn’t seem like tax season. The election just finished, your tax return is not due for months, and your CPA is just getting back...
Steve Coker, CFP
- Oct 9, 2020
- 4 min
The Biden Tax Proposals – and what they mean for the market
As we noted last week, there is little historical evidence of an election bump or crash in the market. Further, History tells us little...
Steve Coker, CFP
- Jun 5, 2020
- 2 min
Tax Tip: You can still contribute to your 2019 IRA
The CARES Act has delayed the IRS 2019 tax filing deadline to July 15th, 2020. If you have taken advantage of the delay and still have...
Carole Meitler
- Apr 3, 2020
- 3 min
Coronavirus Tax Relief
In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have...
Steve Coker
- Dec 2, 2019
- 2 min
2019 Year-End Tax Planning Ideas
December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving...
Steve Coker
- Oct 28, 2019
- 2 min
Big Changes Coming to IRAs: The SECURE Act
New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...
Steve Coker
- Sep 23, 2019
- 3 min
4 Tax Benefits for California Retirees
It is popular to criticize California for its high taxes, and rightfully so. Californian’s enjoy one of the highest income tax rates,...
Steve Coker
- Apr 26, 2019
- 3 min
Reducing your taxes in retirement: How to keep more of what you have saved
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of...
Steve Coker
- Mar 18, 2019
- 3 min
Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...
Steve Coker
- Feb 25, 2019
- 3 min
Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...
Steve Coker
- Feb 19, 2019
- 2 min
Give Stock, Save Taxes, Give More
If you are feeling the bite at tax time, here is a great planning idea to help reduce your taxes for 2019: give appreciated stock...
Steve Coker
- Feb 4, 2019
- 2 min
What is a 1099-R?
It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...
