Headquarters

5000 Executive Parkway, Ste 420 San Ramon, CA 94583

Blog

Browse Archive
Browse Archive
Search
Uncategorized

2020 End-of-Year Tax Tips

The United States of America and the world at large are still grappling with the health and economic effects of the COVID-19 pandemic, and while the health ramifications of the pandemic shouldn’t be

Read More »
Uncategorized

October 15th Filing Deadline

For taxpayers who filed an extension on their 2019 federal income tax return, the Internal Revenue Service deadline to file their return is on or before October 15, 2020.

Read More »
Market Overview

Technology is the New Way of Learning

For the month of September, Insight Wealth Strategies chose to partner with Madison Park Academy located in Oakland, California. Due to the current COVID-19 pandemic, many

Read More »
Market Overview

A Look at Segment Rates and their Impact on Choosing a Lump Sum Pension

Individuals nearing retirement who have pensions often have the option of taking that pension in the form of a monthly annuity payment for life or as a lump sum payment taken at retirement. There are a lot of factors that go into deciding between the annuity and lump sum options, and there are benefits and drawbacks to both.

Read More »
Market Overview

Tax Filing Deadline is July 15, 2020

For American taxpayers who haven’t yet filed, the 2020 filing deadline for the 2019 tax year is almost here. Due to the COVID-19 coronavirus pandemic, the Department of the Treasury and the Internal Revenue Service (IRS) extended the filing deadline for tax returns from April 15 to July 15, 2020.

Read More »
Market Overview

Retirement Plan Distributions Under the CARES Act

Under normal circumstances, withdrawals from retirement plans and IRAs taken by an individual prior to age 59½ are subject to an additional 10 percent tax or penalty. With the passage of the CARES Act in March, that penalty has been waived for withdrawals taken between January 1, 2020 and December 31, 2020.

Read More »