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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.

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Tax Tip: The Backdoor Roth IRA

Steve Coker, CFP

Feb 11, 2019
2 min

Tax Tip: The Backdoor Roth IRA

Do you find yourself with some extra cash that you would like to get invested, consider a backdoor Roth IRA. Many of our higher earning...

Save More… Tomorrow

Steve Coker, CFP

Aug 13, 2018
2 min

Save More… Tomorrow

We as Americans have a problem – we don’t save enough. In fact, a recent study by Bankrate.com reported that 18 percent of the U.S. was...

How to Pay Zero Percent Capital Gains

Steve Coker, CFP

Feb 2, 2018
2 min

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...

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Books

How To Retire from Edison

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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.

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