Tax and financial advice from the Silicon Valley expert.

Tax tips and developments relating to individuals

What is happening with individual health insurance?

The interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, January 6, is with Don Pollard, CLU, ChFC of Advanced Professionals.   Our interview subject is “Health insurance for individuals update.”  The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What investments besides securities and bank accounts can you make with a Roth or IRA?

The interview on Financial Insider Weekly for this week is with Bill Neville, Certified IRA Services Professional of The Entrust Group. Our interview subject is "Making alternative investments with your IRA or Roth account."

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Section 83(b) election simplified

The IRS has issued proposed regulations that can be relied upon by taxpayers to eliminate the requirement that a copy of a Section 83(b) election must be attached to a taxpayer's income tax return in order for it to be effective, applying for transfers on or after January 1, 2015.

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Tax and financial advice from the Silicon Valley expert.