Los Angeles, CA

Richard Moon & Associates can provide you with assistance in all your tax, financial, and business affairs - assistance that will improve your total financial well-being.

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Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Saving for College 101

Here's a crash course on saving for college.

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