https://vimeo.com/768184536 Yesterday, the IRS announced increased limits for retirement plan contributions for 2023 for both employer-sponsored plans and individual retirement accounts. Employer Sponsored Plans (401k/403b/TSP/457) The maximum increased from $20,500…
https://www.youtube.com/watch?v=PGKhUJ0LXAU Hello everyone, today’s vlog will cover the Child Tax Credit today. It is changed for 2021 only when the President signed the American Rescue Plan into law on March…
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 as part of the overall spending bill and it became effective almost immediately on January…
https://www.youtube.com/watch?v=7O2B70S5bCw&feature=youtu.be The Congressional Joint Committee on Taxation estimates that almost 90% of taxpayers will use the standard deduction when they file their taxes this April 15thdue to the increased standard…
http://www.youtube.com/embed/tBYQt5lg8TY Whenever you’re selling property or investments that have appreciated in value, taxes are a big consideration in the timing of the sale. Selling at the wrong time can lead…
http://www.youtube.com/embed/HqZ38_jP618 When people discover that there are ways to reduce taxes, they often assume that those ways are geared only toward high-income taxpayers. But there are tax credits available to…
https://www.youtube.com/embed/MsHqG92jAvI Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
The Affordable Care Act ushered in new health insurance requirements and, along with them, new tax responsibilities for many taxpayers. Below are some of the changes that could affect your…
http://www.youtube.com/embed/lMDwpZPUM0c It seems like our clients tend to fall into one of two categories: There are those that are watching their mailboxes mid-January, checking for tax forms so they can…
The IRS recently announced that they’d begin processing tax returns on January 30th, 2014. If you’re not ready to meet that aggressive timeline, you can always wait until the April…
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adrianna@kramerwealth.com
Adrianna Rocha joined Kramer Wealth Managers in 2021.
Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.
Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients’ as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.
Adrianna is not registered with Osaic Wealth.
