• About
    • Who We Are
    • The Team
    • Who We Serve
    • Our Partnerships
    • Our Process
    • Advisory Board
  • Our Services
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    • Retirement Income Planning
    • 401k Plan Consulting
  • Why ESG/SRI?
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Socially Responsible Investments Socially Responsible Investments Socially Responsible Investments
  • About
    • Who We Are
    • The Team
    • Who We Serve
    • Our Partnerships
    • Our Process
    • Advisory Board
  • Our Services
    • Investment Management
    • Insurance and Estate Planning
    • Retirement Income Planning
    • 401k Plan Consulting
  • Why ESG/SRI?
  • Resources
  • Contact Us

Archives

 GameStop + Memes = Tulips

GameStop + Memes = Tulips

February 2, 2021
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 You Can Still Save On Your 2019 Taxes With Qualified Opportunity Zones

You Can Still Save On Your 2019 Taxes With Qualified Opportunity Zones

December 2, 2020

RINA’s year-end tax planning alert mentioned that Qualified Opportunity Zones (QOZ) are an excellent tax-free investment for those worried about capital gains. But what was not mentioned is that [...]

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 CARES Act Creates Incentives to Give More to Charity

CARES Act Creates Incentives to Give More to Charity

September 22, 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act includes two changes to the rules for charitable income tax deductions for individuals with an aim to increase philanthropy [...]

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Socially Responsible Investments

RINA Wealth Management Services
475 14th Street, Suite 1200
Oakland, CA 94612
510.973.0951