Software Sales Analyst Job in Fremont, CA

Apptivo is seeking a motivated individual who is looking to work in a fast-paced startup environment with lots of freedom. This is a job for someone who loves to think on the fly, and takes pride in constantly improving themselves and their team.

We are looking for someone who is passionate about giving customers a great overall experience through clear communication and deep product knowledge. Our product is a suite of integrated business management tools, including CRM, project management, invoicing, and other applications. In short, we help small businesses stay organized and operate more efficiently. We have a team of over 150 employees worldwide, and you will be joining a small group based out of the Fremont headquarters.

Apptivo is known for having great support for our apps, and we are the only business software company to offer real-time support chat to our customers. You will be constantly interacting with Apptivo users via support chat, phone calls, and emails. This will involve everything from basic questions about how much the product costs, to what security measures we take to protect user data, and down to solving a problem a customer runs into when using the software. Users will count on you to leverage your product knowledge, and suggest the right ways to address their business needs. Continue reading Software Sales Analyst Job in Fremont, CA

How long to keep IRA paperwork for taxes?

Question: We have been keeping all our IRA documentation since the IRS guidelines (to my understanding) say that you need to keep it forever. However, withdrawals from the IRAs that we have are all taxable income, so why is it necessary to keep the very old statements?

Answer: Record-keeping requirements are stringent for traditional IRAs, whose contributions are generally tax-deductible on the way in while withdrawals are taxable on the way out. “The paperwork you keep is to validate your claim of what’s taxable and what isn’t,” says Greg McBride, chief financial analyst for Bankrate.com

Those particulars will vary with your individual situation. If you and your spouse, if applicable, never had access to a workplace 401(k) or equivalent while you were contributing to your traditional IRA, then that standard tax treatment should apply and you will owe taxes on the withdrawals.

If you’re certain that all of your contributions were deductible on the way in, then you don’t have to keep meticulous paperwork, McBride says. After all, you’ll be paying taxes on everything in that scenario, and the Internal Revenue Service (IRS) certainly won’t quibble with that. Continue reading How long to keep IRA paperwork for taxes?

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