February 25, 2019

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in the country. And with the anticipated cuts in the federal tax rates, the rates in California are starting to look even higher. If you are one of the thousands of retirees considering whether to leave the s...

February 19, 2019

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 instead of giving cash.  Many investors have stock that has gone up in value during the stock market rally and now may be a great time to use those gains for charitable purposes.

Giving appreciated stock h...

February 4, 2019

It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the front. In fact, if you are a new retiree and you have taken a distribution from your 401k, IRA, or pension, then you will be receiving a new form: Form 1099-R. This form, issued by the plan provider, details...

November 5, 2018

The Internal Revenue Service last week announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. Below is the highlights provided by the IRS of the changes.

The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal...

October 1, 2018

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in the country. And with the anticipated cuts in the federal tax rates, the rates in California are starting to look even higher. If you are one of the thousands of retirees considering whether to leave the s...

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