Ias Inc

Add to Favorites

Financial Planners, Financial Planning Consultants, Financial Services

Be the first to review!

CLOSED NOW

Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(800) 546-1540Visit WebsiteMap & Directions210 Crown Oak Centre DrLongwood, FL 32750 Write a Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Longwood with Financial Planners

Altamonte Springs (4 miles)
Casselberry (6 miles)
Winter Springs (7 miles)
Maitland (8 miles)
Mid Florida (8 miles)
Lake Mary (10 miles)
Winter Park (11 miles)
Apopka (12 miles)
Goldenrod (13 miles)
Clarcona (14 miles)

More Info

Email: Email Business
Payment method: amex, master card, visa
AKA: IAS Financial
Other Link: http://www.iasfinancial.com
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (800) 546-1540

Address: 210 Crown Oak Centre Dr, Longwood, FL 32750

Website: http://www.iasfinancial.com

People Also Viewed

View similar Financial Planners

Suggest an Edit

Ias Inc

Tax Planning
Consult a tax professional before you settle. Many people do not realize they may have taxes due until they receive a 1099 so be sure to do some tax planning.
Estate Taxes
Tax Services
You also receive our quarterly magazine (Success InSight) featuring articles and updates from various areas of our expertise, including financial tips, economic analysis, tax news, recommended mutual funds, and answers to commonly asked financial questions. Additional services include a Portfolio Review, 2-Year Tax Review, and Form 1040 Tax Preparation. We also offer a uniquely designed Tax Organizer, Financial Planner, and Estate Organizer.
Roth IRA
Q: I pay my twelve-year-old son a small wage to do odd jobs for me. He washes company vehicles, picks up trash and is an errand boy. Can he use his earned income to open a ROTH IRA?
Tax Deductions
A: Day camps are common during school vacations and the summer months. Many parents enroll their children in a day camp or pay for daycare so they can work or look for work. Unlike overnight camps, the cost of summer day camp may count towards the child and dependent care credit. There are several criteria but most parents can claim this deduction. Here are a few requirements: Your expenses must be for the care of qualifying persons such as your dependent children under the age of 13. The care expense must be work-related. In other words, you must pay for the care so you can work or look for work. You must have earned income such as wages, salaries and tips. You must also file a joint return if married but you can still take the credit, however, if you are legally separated or living apart from your spouse.
Income Tax
A: Affordability pushes South Dakota to first place. It has low taxes and lower healthcare and housing costs. Florida is popular for its sunshine, abundance of senior focused communities and favorable tax rates. Georgia is a good choice for weather that’s not too hot and not too cold, affordable housing and low healthcare expenses. Tennessee is a favorite for the budget conscious with affordable housing in every major metro area and below average living costs. Green Valley, Arizona boasts a median home price 24 percent below the national average at $189,000 and lower than average cost of living. Alabama offers golf and beaches along with 13% below average cost of living. South Carolina give you southern charm with a 7% below average cost of living. Property and income taxes are favorable to seniors too. If you are looking for a middle ground, Ohio is centrally located and has 12% below average living costs.
Capital Gains Taxes
Sell loser investments. If you expect to owe capital gains tax this year, it’s a good year to sell off any loser stocks, mutual funds or real estate. You can then use those losses to offset your taxable gains. Losses offset gains dollar for dollar. Also, if your losses are more than your gains, you can use up to $3,000 of excess loss to wipe out other income. If you have more than $3,000 in excess loss, it can be carried over to offset income in future years.

Mutual Funds
In this issue, we’ll revisit the T. Rowe Price Health Sciences fund that was last reviewed back in late 2020. The thought here is that it may be time to put this fund on the radar as it has a very enviable long-term track record and strong demographic tailwinds, but like most stock based mutual funds, has struggled over the past 12 months or so.
Bonds
Money Market Funds
Cash and cash equivalents - such as savings deposits, certificates of deposit, treasury bills, money market deposit accounts, and money market funds - are the safest investments, but offer the lowest return of the three major asset categories. Equivalents do occur, but infrequently.

Accounting Services
REVIEW EACH DEBT. First, assess how much and what type of debt you have by writing it down using pencil and paper or entering the data into a spreadsheet like Microsoft Excel. You can also use a bookkeeping program such as Quicken or a debt management app such as Debt Manager, Debt Payoff Planner, or ChangEd if you are only concerned about student loan debt. When compiling or entering your list, be sure to include every instance you can think of where a company has given you something in advance of payment, such as your mortgage, car payment(s), credit cards (all of them), tax liens, student loans, Paypal Credit, and store payments or cards used on electronics or other household items such as Home Depot or Best Buy.
Payroll Services
Cash Flow Analysis
Monitoring and managing your cash flow is important for the vitality of your business. The first signs of financial woe appear in your cash flow statement, giving you time to recognize a forthcoming problem and plan a strategy to deal with it. Furthermore, with periodic cash flow analysis, you can head off those unpleasant financial glitches by recognizing which aspects of your business have the potential to cause cash flow gaps.

Financial Planning
Retirement Planning
Q: My father is retiring, and he contributed to a pension plan for around ten years back about thirty years ago. The company closed a few years ago and he lost track of his paperwork. Is there any way to find out if he is due any benefits?
Long Term Care
You have the right to be free from verbal, sexual, physical, and mental abuse. Nursing homes can’t isolate you against your will. If you feel you have been mistreated (abused) or the nursing home isn’t meeting your needs (neglect), report this to the nursing home, your family, your local Long-Term Care Ombudsman, or State Survey Agency. The nursing home must investigate and report all suspected violations and any injuries of unknown origin within 5 working days of the incident to the proper authorities.
Asset Management
I want to quickly revisit the topic of asset allocation, which I’ve covered in this column in the past. The underlying theme of asset allocation is for an investor to establish a mix of Stocks, Bonds and Cash that offers a risk/reward profile suited to their individual circumstances. Since this fund concentrates all of investments in just one sector of the market, it may prove to be more volatile than the broader market. It’s important to keep this in mind when contemplating an investment in this or any “Sector” fund. With that said, we typically limit investments in sector funds to anywhere between 5% - 15% of one’s portfolio.
College Funding
529 plans are usually categorized as either prepaid tuition or college savings plans. College savings plans work much like a Roth 401(k) or Roth IRA by investing your after-tax contributions in mutual funds or similar investments.

View All Services

Provided by