Cryptocurrency, US National Debt & IRS Scam Calls 01.29.19
Join us this week as we discuss how the IRS is treating Cryptocurrency, Why the US actually has over $200 Trillion in national debt and how to know if a phone call from the IRS is real or a scam. For questions regarding these or other tax issues you may have please contact me at 510-797-8661
Retirement Income – Will You Have Enough?
Retirement Income – Will You Have Enough? You could spend as much time in retirement – 30 or even 40 years – as you have spent saving for it. That is why planning for your retirement savings to generate income is critical. Developing a solid plan and appropriate investments for years of income is well…
Systematic Investing: Retirement Plan Opportunities
Systematic Investing: Retirement Plan Opportunities Tax-deferred retirement plans, especially the popular 401(k) plans, have become the key to building financial independence through regular, systematic investing. Take full advantage of your opportunities. Self-employed? Start your own retirement plan. Employed by others but not covered by a retirement plan? If neither you nor your spouse has access…
Retirement Plan Penalties: Failing To Make the Required Minimum Distribution (RMD)
Retirement Plan Penalties: Failing To Make the Required Minimum Distribution (RMD) Failing to make the Required Minimum Distribution from a retirement plan can result in one of the IRS’ highest penalties. Take these steps to help your senior clients avoid the penalties. Mary Kay Foss, CPA Director Greenstein Rogoff Olsen & Co. LLP One of…
Career Advice Young Individuals Need To Know
Although everyone’s career path is unique, there is career advice all young individuals need to know. For many young people the reality of choosing a career path after college can be very daunting. Unlike students with fairly clear career paths, like those who graduate from law school or medical school, most other students face a…