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
The Roth Way to Riches
The Roth Way to Riches By Roy Lewis With all the recent tax-code changes, it seems a number of taxpayers have forgotten the Roth IRA. That’s a shame, because it’s far more than an ordinary retirement savings account. Roth IRAs are tax-favored accounts to which qualified taxpayers can make non-deductible, after-tax contributions. Those contributions can…
Health Savings Accounts (HSAs)
Health Savings Accounts (HSAs) Medicare legislation enacted in December 2003 provides for a prescription drug benefit that won’t exist until 2006. But also part of the new law is a provision that went into effect on January 1, 2004—the creation of the Health Savings Account (HSA). By opening an HSA, you may be allowed to…
Choosing Your Executor and Trustee
Choosing Your Executor and Trustee You know that it’s vital to make a proper will and keep it up to date. No less critical is the need to select your executor or personal representative with care. You may believe that any friend or relative whom you might select could do the job. Perhaps so. But…
Estate Planning is Not “One Size Fits All”
Estate Planning is Not “One Size Fits All” Married, never married, widowed, divorced—each of us has unique needs when it comes to how and to whom we make our bequests. Here, in a brief discussion, are a few checkpoints for developing an estate planning strategy for people who are on their own. Review your will…