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Welcome, I'm Steve Nartker, a Certified Public Accountant and Investment Advisor Representative in San Diego, CA. Managing your income taxes plays a significant role in both accumulating assets for and distributing assets during retirement. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is starting or owning a business, preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
We can help you address your needs for today and for many years to come. We look forward to working with you through all stages of your life.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
A quick look at how federal income taxes work.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How long does a $20 bill last?
There are things about Social Security that might surprise you.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
It's easy to let investments accumulate like the junk in a junk drawer.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.