California Investment Services
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California Investment Services Businesses
181 Second Ave., Suite 600
San Mateo, CA 94401
Are you a bit overwhelmed when it comes to the financial planning of your future? Maybe you know a thing or two about wealth management and want to make sure your retirement planning is on track to secure a sound future for you and your ...
1900 Point West Way Ste 161
Sacramento, CA 95815
Serving the Greater Sacramento area, The Vollman Company, Inc. is a boutique commercial real estate broker that serves as a one-stop shop for buyers, renters, sellers and landlords alike. Whether your business is looking to buy or rent a...
Last week I posted an article titled “The Devious Investor” in which I talked about the strategy of holding on to the winners and let them continue to run higher while cutting short ...read more
Unlike regular savings and investments, retirement accounts have their own set of rules:1. Distribution at DeathUnlike regular savings and investments, IRA distributions at their own...read more
A key advantage with traditional IRAs is tax deferral; but tax deferral is not the same as tax exemption. Traditional IRAs are subject to required minimum distributions (RMD) when yo...read more
Employee stock options (ESO) are a form of compensation corporations give to executives and senior employees. Unlike salary or bonuses, the value of a stock option increases wit...read more
Since retirement accounts are tax-deferred and income taxation is triggered by withdrawals from the accounts, it presents an opportunity for you to control the timing of withdrawals,...read more
Savvy Investors… Know the most tax efficient way to manage your investments is to hold the winners and let them run, and to sell the losers quickly. With this philosophy, you learn t...read more
I don’t mean it in a derogatory way. So don’t yell at me before hearing me out.According to Webster’s Dictionary, the word Devious means “departing from the most direct way…” and it ...read more
For taxpayers age 70-1/2 and older, they must take required minimum distributions (RMD) from their IRAs before the end of the year. Otherwise, a stiff penalty of 50% may be imposed.U...read more
If you are self-employed (including sole proprietorship, S corporation, or C corporation), and if you don’t have any employees other than, say, your spouse, a solo 401k plan may...read more
Taxpayers have been able to take money out of their IRA accounts and, as long as they put the money back into an IRA within sixty calendar days, the distributions can avoid income ta...read more