Blog | Sigma Financial Solutions, Inc

SAVE - A New Income Driven Repayment Plan

A new Income Driven Repayment (IDR) plan is now available SAVE (Save A Valuable Education). SAVE is replacing REPAYE with those...

Individual Retirement Accounts (IRAs) come in several flavors, Traditional IRA, Roth IRA, Simple IRA, SEP IRA. The latter two (Simple &...

The 4% rule of thumb serves as a guideline to determine a “safe” withdraw rate (SWR) from retirement accounts intended to last a 30-year...

How to request IDR repayment recalculation do to loss/reduction in income. This video will provide guidance:

Filing your taxes separately in a community property state (CA is 1 of 9 states) might be financially advantageous with a properly...

Before I begin the analysis, I think a fundamental question should be asked – “Do I need life insurance?” My answer is “yes” in 2...

Prior to 2018, my recommendation was to be paid as W2 employee because you would not be responsible for up to 7.65% in Social Security...

Current tax regulations allow individuals to deduct their state and local income taxes and property taxes (homeowners) if they can...

The GOP tax reform bill is expected to be signed into law by the end of this week, Dec. 22nd. The Qualified Business Income Deduction...

I’ve developed an IDR calculator that allows you to analyze your unique circumstances(select Calculator tab on menu bar). I do want to...