COLEMAN FINANCIAL SERVICES

CONNECT

Address:

433 Callan Avenue, Suite 205
San Leandro, CA 94577

Phone:


Office: 510-667-0804
Cell: 510-282-6080
Toll Free: 866-459-9825

Fax/Other:

510-614-9213

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Tax Planning

  • Estate Tax

    Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.

  • Gift Tax

    The federal gift tax applies to gifts of property or money while the donor is living.

  • Retirement Plan Limits

    IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

  • Required Minimum Distributions

    Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

  • Charitable Trust Tax Benefits

    For the grantor, there are a few potential tax benefits that can come with setting up a charitable trust.

  • Retirement Plan Taxes

    With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.

  • Mutual Fund Profits

    Want to keep more of your mutual fund profits? You may be interested in strategies to help lower your tax liability.

Investing

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.