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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

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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.

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Moving to a new state may have tax consequences that can follow you long after you settle in.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much do you need to save each year to meet your long-term financial goals?

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