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Steve Coker, CFP
- Apr 1
- 2 min
Lowering your Medicare Premiums Due to a Life-Changing Event
Many retirees are surprised to learn that Medicare premiums are variable, increasing considerably for higher income individuals. The...
Steve Coker, CFP
- Feb 18
- 3 min
Moving in Retirement? How to Keep Your California Property Tax Basis under Proposition 19
Proposition 19, which went into effect in 2021, can help California retirees save thousands of dollars when moving to a new home in...
Carole Meitler
- Jan 28
- 2 min
Back Door Roths for 2021
If you are wanting to increase your savings in tax advantaged accounts, there are three things you can still do for 2021 if you have some...
Steve Coker, CFP
- Nov 5, 2021
- 3 min
Donating Appreciated Stock
As we approach year-end many of our clients are looking for ways to save on their tax bill. One effective strategy, especially after the...
Steve Coker, CFP
- Oct 1, 2021
- 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, 2021
- 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, 2021
- 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, 2021
- 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 10, 2021
- 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, 2021
- 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, 2021
- 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, 2021
- 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 12, 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, CFP
- 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, CFP
- 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, CFP
- 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, CFP
- 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...
