Gerry Andrade & Associates

Tax, Accounting and Financial Services

Gerry Andrade & Associates, Inc CPA is uniquely qualified to assist you, your family, and your business with tax preparation, estate planning and business consulting services for privately held businesses, strategic planning, as well as investment and retirement planning

• Investment and financial planning services are offered by Gerry Andrade through his affiliation with Avantax Wealth Management

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work

The Pros and Cons of a NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article

Four Really Good Reasons to Invest

There are four very good reasons to start investing Do you know what they are?

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

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification

Use this calculator to estimate your income tax liability along with average and marginal tax rates

Assess how many days you'll work to pay your federal tax liability

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA

Estimate how much of your Social Security benefit may be considered taxable

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock

This calculator can help you estimate how much you should be saving for college