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INLAND VALLEY ACCOUNTING

11722 KNOLL VISTA STREET
MORENO VALLEY, CA 92555

Phone:

951 242-4827 or 866 242-4827

Fax:

951 924-4827

E-mail:

Kimberly Brosamer, MBA
Owner -IVA

TAX AND FINANCIAL SERVICES

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal tax and financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind taxes, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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