Tahoe Financial Planning

Financial Services in Reno, NV
Financial Services in Reno, NV 1st and foremost, we're about safe money solutions and peace of mind. Tahoe Financial Planning has offered financial planning services in Reno since 2006. We believe there are no universal solutions and no one size fits all. Our focus is on building net worth steadily and predictably, primarily with contractual guarantees instead of probabilities of market returns. We work with you to identify your aims priorities, then select tailored solutions from strong, experienced, and stable financial firms that have successfully.

Contact Details

Address
140 West Huffaker Lane # 505
Reno, NV
89511
Phone
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Tahoe Financial Planning
read moreIf you want to protect your assets and income, lower your taxes, lower your risk of large market investment losses, create guaranteed lifetime income and tax-free income, improve your legacy for your beneficiaries, and generally make better financial decisions in many other areas, you will surely find helpful information here. We are pleased to be able to offer content from guest authors in addition to our own, as we seek to provide practical and extensive education on issues that are relevant to you.
About Us
read moreJim is a Certified Financial Planner™ and Retirement Income Certified Professional™ serving clients in Nevada, California, Delaware, Florida, and Texas. He attended the University of California, Berkeley, did honors work in both Engineering and Psychology, graduated Phi Beta Kappa, and returned for his MBA in Finance. He has held financial positions in tax accounting, mortgage lending, and banking, as well as technical, marketing, and management positions in large and small firms, such as IBM, Oracle, and Bank of America.
read moreThe financial planning part to this website is not meant to give you, the reader, an A-Z formula for how to invest your money in the stock market. Instead, this part of the website is going to look at financial planning from an asset protection point of view and try to introduce some new ideas for you to think about when putting together a financial plan. Our philosophy is that you should take the "least amount of risk to reach your financial goals" (it sounds simple but few take this approach).
read moreA new retirement account was signed into law on August 17, 2006. It is a component of a "regular" 401(k) plan; however, the funding of a "Roth" 401(k) plan is with AFTER-TAX dollars. This is similar to the Roth IRA but with higher funding limits and no limit on earnings to contribute. Money contributed to a Roth 401(k) plan grows without tax and is distributed without tax. You have until April 15th of each year to make a contribution for the previous year. The funding limit for 2020 is $19,000, or $25,000 if over the age of 50.
read moreMany people think that because they have an attorney and an accountant/CPA/EA they work with that the answer is yes. That may not be the case. Many people know their estate plans are NOT in order but believe they are too busy and that they will get to their estate plan "when they have the time." If you have been saying that to yourself, please act now to put an estate plan in order. Estate planning itself is a very broad topic and cannot be covered in an introduction webpage. Therefore, we have listed a few of the more important topics that are typically not dealt with properly in most estate plans.
read moreWe have found that very few CPAs are proactive when it comes to saving their clients money on taxes. Most CPAs simply process tax returns and are so busy that they do not have time to meet with individual clients to work on a true income tax reduction plan. A 401(k) Plan is a qualified retirement plan in which an employer permits an employee to defer receipt of part of his or her compensation by contributing that part to his or her account in the 401(k) Plan. This is a paycheck deduction for the employee and is completely voluntary.
read moreA CPA/accountant/EA typically thinks of tax planning as doing a tax return for a client and sending them the bill for the taxes due. Some might recommend a SEP IRA or SIMPLE Plan, but they typically do not deal with real tax planning. An attorney thinks of tax planning as doing someone's living trusts so the client can maximize estate tax exemptions. A financial planner/insurance advisor typically thinks of tax planning as the use of a 401(k) plan. What our firm does is quite unique. When we deal with tax planning we hit on a number of different topics (many unique) to make sure we are being PROACTIVE not REACTIVE when it comes to tax planning.
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