Yearly Archives: 2019

Spence Shares Social Security Strategies to Full House

Social Security is an important component of a retiree’s retirement income plan. However, we probably would all agree that there are not too many topics more confusing than Social Security. Borgida & Company guest speaker Robert Spence of Raymond James


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FREE Quickbooks Workshop

QUICKBOOKS TUTORIAL LUNCH & LEARN WITH LAUREN September 18, 2019 11:30am-1:30pm QuickBooks is a small business accounting program businesses used to manage sales and expenses and to track daily transactions. You can use it to invoice customers, pay bills, generate reports for planning, tax filing,


Why All Investors Should Fund A ‘Back Door’ Roth IRA

Investors with earned income can fund a Roth IRA for up to $6,000 annually.  Investors age 50 and older can fund an additional $1,000 with a ‘Catch-up” contribution for a total of $7,000 annually.   Earned income is from working as


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2019 Fall Seminar Series Announced!!

FALL WORKSHOPS Join us for Dinner & Important Discussions You’ll Want to Hear   SPONSORED BY BORGIDA & COMPANY, P.C.  Certified Public Accountants & RAYMOND JAMES FINANCIAL SERVICES, Inc.     Thursday, September 12th MAXIMIZING SOCIAL SECURITY BENEFITS 5:30pm – 7:00pm,


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3 Reasons to Do a Roth Conversion to Save Taxes

A Roth Conversion is when you take a distribution from an IRA, tax it and rollover the proceeds within 60 days into a Roth IRA.  In lieu of getting a check, have the funds sent from the IRA to the


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