Attentive Investment Managers

Happy Valentine’s Day from Attentive Investment Managers!

If you are over 70 and are not itemizing your deductions, consider making a charitable donation from your IRA - seniors can receive a tax benefit for doing so. http://ow.ly/UZnU30rvbLh

Time to start your tax file - 1099-R’s should be out and brokerage firms releasing 1099s this month. Put them all in one place!

Athena’s Tip #1: Pay Yourself First. The best way to consistently build your nest egg is to treat your savings as a bill, and contribute to it regularly. https://www.attentiveinv.com//athena-s-top-3-tips-about-in

When the pandemic hit in 2020, the CARES Act allowed people to skip their Required Minimum Distributions (RMDs). This exemption has not been extended in 2021, meaning those over 72 must take them by year-end or face a penalty.

If you received unemployment compensation benefits under the CARES Act, you aren’t subject to income tax in the state of California. http://ow.ly/lLhT30rvbLg

Happy New Year from Attentive Investment Managers!

We will be closing at noon today ahead of the Holiday weekend. Happy New Year’s Eve!

It’s never too early to start teaching your kids about money. Use household chores like doing the dishes or helping with laundry to give them opportunities to earn, learn the value of, and save money.

Merry Christmas from Attentive Investment Managers!

Happy Veterans Day from American Investment Managers! Thank you to all who serve our country to keep us safe.

The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, waives required minimum distributions during 2020 for IRAs and retirement plans, including beneficiaries with inherited accounts.

Bulls believe in Santa, do you believe?!

Athena’s children, Mack and Samantha, will receive their Black Belt in Tae Kwon Do at the Black Belt Extravaganza on November 14th. Congratulations to them!

We will be closing at noon today ahead of the Holiday weekend. Enjoy your time with friends and Family!

It pays to stay organized when it comes to your taxes. Don’t wait until the last minute to get your documents (receipts, statements, etc.) in order.

Happy Halloween from Attentive Investment Managers. Don’t forget to turn back your clock tonight - one extra hour of sleep in the morning!

By this time next week, we’ll (hopefully) know who will be sworn in as President next January. The markets are sure to react. http://ow.ly/7SA730rdFo5