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Client Help & Resources

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Downloadable Resources

 

2022 Specific:

  • 2022 Important Numbers: Tax Rates, Social Security Important Numbers, Medicare Surcharge Brackets, Retirement Plan Contribution Limits, IRS Mortality Tables, HSA Limits, etc.

 

  • 2022 Important Dates for Individuals and Business Taxpayer

 

Retirement Planning:

  • What Issues Should I Consider Before I Retire?

 

  • Should I Take My Pension As A Lump Sum?

 

  • When Do I Need To Start Taking Required Minimum Distributions?

 

Investment Planning:

  • Should I Contribute to My Roth IRA vs. My Traditional IRA?

 

  • 5 Things You Can Do With an IRA That You Can't with a 401(k)

 

  • Should I Consider Doing a Roth Conversion?

 

  • Will My Roth Conversion Be Penalty Free?

 

Tax Planning:

  • 9 Reasons You Should Consult With Your CPA at Year-End

 

  • Essential Tax Tips for IRAs

 

  • 11 Ways to Minimize the Bite From Medicare Taxes

 

  • Will I Have to Pay Tax on The Sale of My Investment?

 

  • Harvest Capital Gains or Roth Conversions?

 

Social Security:

  • When to Apply for Social Security Benefits

 

  • Will My Social Security Benefits Be Reduced?

 

  • Am I Eligible for Social Security Benefits as a Spouse?

 

Healthcare/Medicare Planning:

  • Building Health Care Costs into Retirement Planning

 

  • If I Retire Early Should I Buy Health Insurance Through The Health Insurance Marketplace?

 

  • Am I Eligible for Medicare Parts A & B (Original Medicare)?

 

  • Will I Be Automatically Enrolled in Medicare?

 

  • Will I Have to Pay IRMAA Medicare Surcharges on Part B & D Premiums?

 

  • Understand Your Medicare Premium Bill (CMS-500)

 

Inheritance & Estate Planning:

  • Can I delay Distributions From The IRA I Inherited?

 

  • What To Do As An Executor - A Helpful Guide

 

  • Guide to Settling an Estate for a Parent or Loved One

 

  • Survivor's Checklist: What to do when a loved one passes away

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    Riverside, CA 92507
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