Social Security Changes for 2021

Here is what to expect next year for the Social Security program:

  • Recipients will receive a 1.3% increase
  • Maximum earnings subject to SS Tax increased to $142,800
  • Working Social Security recipients can earn $50,520 before their benefits are reduced
  • There is a slight rise in disability benefits
  • Social Security tax rates remain the same for employees and self-employed

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Taxes and Trade: What the Election May Mean for your Investments

On the heels of the first Presidential debate of the 2020 Election, investors are increasingly turning their attention to the election and the impact that the result will have on the stock market. It is understood that elevated uncertainty usually affects markets in a negative way bringing lower stock prices. But as we have seen throughout our experiences with COVID this year; stocks move based on expectations of the future.

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Relationships and Money, Part IV: Divorce

Divorce is not only a strain on your emotional well-being but also your financial well-being. Many times we only focus on the emotional aspect of the split however, it is important to consider the long-term implications. Additionally, your financial rights are dictated by the state you live in. California is a community property state therefore assets will legally be split 50/50 unless a prenuptial agreement exists.

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Withholding Changes

  • Taxes

The new tax law made it hard to know how much to withhold from your paycheck every few weeks. As a result, many people withheld less than they might otherwise have, and either received a smaller rebate than expected or had to pay additional taxes in April.

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Charitable Contributions Using RMD’s

  • Taxes

With the new tax law changes from the 2017 Tax Cut & Jobs act, many Americans will be utilizing the increased standard deduction rather than itemizing. Those of you who are subject to the Required Minimum Distribution (RMD) rules can make distributions to your favorite charities from your IRA.

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Tax Preparation Tips

  • Taxes

​As you get ready for your 2015 tax preparation, we have a few helpful tips so that you can quickly and efficiently ready yourself for your tax appointment. First and foremost – BE ORGANIZED! Remember that Time is Money. Most firms provide 'Organizers' for you to fill out, take a few moments and compare your current year data to your prior year – this will allow you to determine if there is anything that you may have inadvertently forgotten.

You will need to gather all of your W-2's, 1099's, K-1's, to name a few. If you are self-employed be sure that your books are up to date and it is helpful to have all your financials available (i.e. Balance Sheet & Income Statement).

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Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


Attentive Investments, LLC is a Women Owned Small Business (WOSB) under the terms set forth by the Small Business Association.

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