Tax and financial advice from the Silicon Valley expert.

Tax tips and developments relating to individuals

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.