Public safety has been an issue of much discussion and debate in this campaign, and I hear about the real human cost of this situation every day. So I want to take a moment to thank our cops for doing the best they can with the resources they have. Down over 400 police officers theContinue reading “Thank you San Jose Police”
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Protecting your cash flow
I am looking for dentists/doctors who want to buy or sell their medical practice
Let me help you minimize taxes and realize more money in your pocket. I work with corporate lawyers, CPA, insurance agents and other experts in helping doctors, dentists and other health care professionals reduce taxes in buying or selling their medical practice. I help them have a proper corporate structure to get a tax efficientContinue reading “I am looking for dentists/doctors who want to buy or sell their medical practice”
Senior Caregiving Guide, a summary
How I help others with tax efficient retirement savings plan from use of LBS tools and financial advisors
Retirement plan for 60 yr old doctors and professionals to start with $100k to last till 110
Free custom financial strategy from financial advisor
Free custom financial strategy from financial advisor
A tax efficient financial plan will keep more of your money to last forever based on retirement and health threats. Email Connie Dello Buono , motherhealth@gmail.com , to have a free 30min chat with a financial advisor and receive a free custom financial strategy. Call 408-854-1883 to be scheduled this October before the end ofContinue reading “Free custom financial strategy from financial advisor”
Humor in finance and business: DRINKBONDS, ALKBONDS and PUKEBONDS
The intricacies of the financial crisis are not well understood. The explanation below arrived in my inbox and certainly seemed to assist in debunking the myths of the crisis. Heidi is the proprietor of a bar in Berlin. In order to increase sales, she decides to allow her loyal customers – most of whom areContinue reading “Humor in finance and business: DRINKBONDS, ALKBONDS and PUKEBONDS”
Net Unrealized Appreciation and Qualified Retirement Plan Distributions
Often, individuals employed by large corporations have the option to invest some of their qualified retirement plan contributions (e.g., 401(k) contributions), as well as employer contributions, into their employer’s stock. If you believe in the long term prospects of the company, that may make sense as part of your asset allocation strategy. But what happensContinue reading “Net Unrealized Appreciation and Qualified Retirement Plan Distributions”
Are you a helper, I need you
Are you a helper, I need you
If you sits in one or more board of directors in a non-profit or other organization, I need you. I need a helper to refer me to people who needs professional financial advise from team of experts. You might be a teacher, firefighter, policemen,nurses,clergy,volunteers,social workers, and just a philantrophist who can can make a differenceContinue reading “Are you a helper, I need you”
Early or Premature Withdrawals from IRAs
Taking money out early from your IRA may trigger an additional tax. Generally, amounts received from a traditional, SEP, or SIMPLE IRA are taxable distributions and must be reported as ordinary income for the taxable year in which they are received. If you are under age 59 1/2, any distributions received are considered early orContinue reading “Early or Premature Withdrawals from IRAs”
Conversion of Traditional IRAs to Roth IRAs
Roth IRAs (“Roth”) have been out of reach for many taxpayers because of income limitations imposed by the IRS. These same taxpayers have also been denied the ability to convert a Traditional IRA to a Roth IRA by a separate, but similar, income restriction. But the rules regarding conversion changed over time. Having the optionContinue reading “Conversion of Traditional IRAs to Roth IRAs”