top of page

Stay informed with expert insights from our team.

We believe the key to your success is empowering you to make smart decisions, so we provide accessible, educational articles written by our own advisors. These articles focus on everything from global monetary policy to tips on saving for retirement.

Search

How to Pay Zero Percent Capital Gains

How to Pay Zero Percent Capital Gains

How to Pay Zero Percent Capital Gains

Most people are stunned to learn that the lowest Federal capital gains tax rate is 0%. That is right, tax-free, and while it does not apply to everyone, with the right planning, some of those capital gains in your investment portfolio could result in zero tax. For 2026 the 0% capital gains applies to married tax filers with taxable income up to $100,800. Taking the new $32,200 standard deduction into account means that a married couple can generate $133,000 in income and s

Steve Coker, CFP

Jun 52 min read

Tax Reform Taking Shape

Tax Reform Taking Shape

Tax Reform Taking Shape

While Trump’s specific agenda for his administration is still being formed, one significant proposal on the table is a major overhaul of...

Steve Coker, CFP

Dec 12, 20163 min read

Request a Meeting

Meet With An Advisor

Books

How To Retire from Edison

Please reload

How to Retire from Edison

At Cedarstone we are proud to say we wrote the book on how to retire from Southern California Edison. That's because we value relationships with our retired Edison clients and with clients who still work there. Whether you are just starting with the company or have worked at Edison for 30 years, this book is for you. Written by expert advisors specifically for Southern California Edison employees, our guide will walk you through what it takes to successfully retire from Southern California Edison.

bottom of page