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Secure Act 2.0: Rethinking Your Retirement
The Secure Act 2.0 is a new piece of legislation that builds upon the original Secure Act of 2019. The changes make it easier for individuals to save for retirement, as well as providing incentives for employers to offer retirement plans. It increases the amount of tax credits available to employers who offer retirement plans…
Read MoreWhat’s The Best Investment Strategies For You?
There are many investment strategies available, and which one is best for you depends on your individual financial situation and goals. Some popular strategies include: Dollar-cost averaging: Investing a fixed amount of money at regular intervals, regardless of the price of the investment. This can help to reduce the impact of market volatility on your…
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Seven Questions to Ask Before Hiring a
San Rafael Accountant
If you’re a San Rafael business owner, you may be accustomed to doing your taxes yourself—but most business owners come to a point where they can’t wear all the hats.
Read MoreThe Most Common Tax Forms Received by San Rafael Residents
When the new year rolls around, each trip to your San Rafael mailbox probably requires keeping a sharper eye for tax forms. These usually come with big bold IMPORTANT TAX FORM INCLUDED on the outside. Various forms will arrive, and though they are technically required to be sent by the end of January, this doesn’t always happen. You may also receive notifications in your email inbox about electronic versions available for secure download.
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