Money Managers, Inc.

Money Managers, Inc. A site that you can find information on the Financial News and Economic factors that move our economy.

Professional Money Managers for protecting income, working with 401k, IRA, ROTH IRA, SOLO 401K, HEALTH INSURANCE, LIFE INSURANCE, AND DISABILITY INSURANCE.

05/29/2026

Learn why a well-structured retirement plan often matters more than portfolio size alone. Understand how income strategy, tax planning, and withdrawals work together to support long-term financial stability.

05/27/2026

Explore how a $1.6 million retirement portfolio may support long-term income depending on spending, taxes, and investment strategy. Learn how to evaluate whether your plan aligns with your lifestyle and goals.

A tax refund isn’t just extra cash — it can also be an opportunity to take a big step forward. Whether you're thinking a...
05/26/2026

A tax refund isn’t just extra cash — it can also be an opportunity to take a big step forward. Whether you're thinking about using your refund to save, invest, or give back, there are many beneficial things you can do with your refund. Swipe for more.

We hope these suggestions help you decide how to use your refund this year. Remember, if any tax-related questions come up for you during the rest of the year, don't hesitate to reach out. We're here to help!
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm

05/25/2026

Learn how withdrawal strategies can differ for single individuals versus married couples in retirement. Understand how taxes, longevity, and income needs may impact sustainable withdrawal rates.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm

05/23/2026

A $3 million portfolio can support retirement income, but spending strategy plays a key role. Learn how to think about sustainable withdrawals, risk, and long-term income planning.

Even if you think your taxes are carefully completed, your business can get hit with unexpected tax bills, denied deduct...
05/22/2026

Even if you think your taxes are carefully completed, your business can get hit with unexpected tax bills, denied deductions, and IRS penalties. Tossing tax documents too soon makes it harder to challenge these risks.

Without records to substantiate your claimed income, expenses, or credits, you risk losing those deductions and credits during an audit, which can lead to owing back taxes plus interest and penalties.

Our team can help you get organized, set up a recordkeeping system, and stay ready for tax season and beyond. Let’s talk before you start cleaning out your files.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm

05/21/2026

Learn how different withdrawal rates can impact how long your retirement savings may last. Understand key factors like market performance, inflation, and spending flexibility when building your income plan.

Address

7495 W. Azure Road #110
Orange, CA
89130

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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