Qualifying for the 0% Tax Rate for LTCG and Dividend Rate

by Vasquez + Company | Jul 10, 2024

Insights We are proud to be named a West Coast Regional Leader for 2024 < Back to Insights and Resources Qualifying for the 0% Tax Rate for LTCG and Dividend Rate ARTICLE | July 10, 2024 Authored by Vasquez + Company Discover how you might qualify for a 0% federal...

Future-Proof Your Finances with Effective Tax Planning

by Vasquez + Company | Jul 10, 2024

Insights We are proud to be named a West Coast Regional Leader for 2024 < Back to Insights and Resources Future-Proof Your Finances with Effective Tax Planning ARTICLE | July 10, 2024 Authored by Vasquez + Company Smart tax planning is crucial for financially...

Catch-Up Contributions: A Strategic Move for Secure Retirement

by Vasquez + Company | Jun 25, 2024

Insights We are proud to be named a West Coast Regional Leader for 2024 < Back to Insights and Resources Catch-Up Contributions: A Strategic Move for Secure Retirement ARTICLE | June 25, 2024 Authored by Vasquez + Company If you're 50 or older, you have the...

Ensuring Your Employees’ Retirement Financial Security

by Vasquez + Company | Jun 25, 2024

Insights We are proud to be named a West Coast Regional Leader for 2024 < Back to Insights and Resources Ensuring Your Employees' Retirement Financial Security ARTICLE | June 25, 2024 Authored by Vasquez + Company As employees approach retirement, their financial...

Understanding Penalty-Free IRA Withdrawals: Key Exceptions and Updates

by Vasquez + Company | Jun 25, 2024

Insights We are proud to be named a West Coast Regional Leader for 2024 < Back to Insights and Resources Understanding Penalty-Free IRA Withdrawals: Key Exceptions and Updates Authored by Vasquez + Company Authored by Vasquez + Company Withdrawing funds from an...