E: jonathan@jmcpaesq.com / T: 626.319.1139

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Call Me: 626.319.1139

Finances are complicated - I can guide you through the technical tax and legal requirements.
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I offer a broad range of tax and legal services. Please call me to discuss how my tax and legal expertise can help you.

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Financial Guides

Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

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Investment Strategies

Investment Strategies

Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides

Investment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital Gains Tax
Changing Jobs? Don't Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Roth IRAs: How They Work and How To Use Them

Frequently Asked Questions

Investment Options: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions

Financial Calculators

How Much Will I Need To Save For Retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What Is My Projected Required Minimum Distribution?
How Do Taxes and Inflation Impact My Investment Return?
When Should I Begin Saving For Retirement?
Becoming A Millionaire

Jonathan Miller CPA, Attorney at Law

Los Osos, California 93402
Pasadena, California 91107
Phone: 626.319.1139
Fax: 626.789.3961
jonathan@jmcpaesq.com

Jonathan Miller CPA, Attorney at Law
1330 Las Encinas Drive, Los Osos, CA 93402
Phone: 626.319.1139 | Fax: 626.789.3961
jonathan@jmcpaesq.com

                
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