As tax season remains in force (i.e., if you have individual returns to be prepared, please reach out a.s.a.p.), our eLetter returns to retirement and investment issues such as bond funds and Roth IRAs (To download the March eLetter, click here).

Retirement Never Stops

San Francisco Tax TipsWith clients both young and old, as well as clients who are both employers and employees, we get a lot of tax-related issues concerning retirement and retirement planning. It’s never too early to start, and it’s never not a good idea to have a plan for your assets vis-a-vis your heirs. We can help. One of the complexities we explain in the Newsletter is why a rise in interest rates (or even the threat thereof) will precipitate a fall in the value of bonds. Bonds can be risky in a rising interest rate environment, yet they may be a good part of your asset diversification. A second issue discussed is Roth IRAs.  All money flowing into a Roth IRA is post-tax, and so there is no upfront tax benefit. But Roth IRAs do have their benefits, as we learn in the Newsletter. And we also discuss the upcoming tax deadlines plus some advice about how small businesses can learn from “best practices” when it comes to harassment.

About Safe Harbor LLP – a Professional CPA Firm in San Francisco

Safe Harbor LLP is a CPA firm that specializes in accounting and tax services for individuals and businesses throughout the San Francisco Bay Area and greater California. Safe Harbor CPAs helps both individuals and businesses with tax preparation, IRS audit defense, and audited financial statements. The firm prides itself on friendly yet professional service and utilizes state-of-the-art Internet technology to provide quality customer service. Its goal: to be the best CPA firm in San Francisco.

Safe Harbor CPA

Tel. 415.742.4249