This week's interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, March 31, is with John Olagues, owner of Truth In Options. We discuss basic features of employee stock options, including incentive stock options (ISOs), non-qualified stock options (NQOs) and employee stock purchase plans (ESPPs).
Los Gatos, California public access station KCAT has agreed to broadcast Financial Insider Weekly Fridays at 4:30 p.m. PT on Comcast Channel 15.
2010 might be the last chance for S corporations to make a special election that may protect their status as S corporations and the related tax benefits.
This week's interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, March 24, is with Tom Anderson, President and CEO of Pensco Trust. We discuss "Alternative investments besides real estate for your IRA or Roth accounts".
This week's interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, March 17, is with Tom Anderson, President and CEO of Pensco Trust. We discuss "Real Estate Investments In Your IRA or Roth Accounts".
Pension portability has been tremendously increased by the Economic Growth and Tax Relief Act of 2001 and the Pension Protection Act of 2006. With a few limitations, funds can be transferred from employer retiirement accounts to a Roth or IRA account and, in some case, from a Roth or IRA account to an employer retirement account.
Certain transactions aren't permitted for Roths and IRAs. They are called "prohibited transactions", and can be subject to penalties. In this post, I'm going to focus on prohibited transactions. I am only going to hit some highlights so you will be aware of some red flags.
The interview on Financial Insider Weekly scheduled to be broadcast in San Jose and Campbell, California is with John Herzog, First Vice President of Valley Community Bank about Small Business Financing. The show will be broadcast on Comcast channel 15 on Wednesday, March 10 at 4:30 p.m. Pacific Time in San Jose and Campbell and shown as streaming video at the same time at www.creatvsj.org.
Chabot College in Hayward has agreed to broadcast Financial Insider Weekly on Sundays at 5 p.m. and Thursday at 10 p.m. Pacific Time. The broadcasts will be on Comcast Channel 28 in Hayward, Alameda and Fremont, California.
This week's Financial Insider Weekly interview is with Financial Planner David Beck of Bay Area Planners. We discuss Financial Aid and Non Tax Issues for Financing a College Education.