April 26, 2019

Many things change dramatically when you retire, not the least of which is your tax situation.  Retirees face a unique set of opportunities and challenges that many CPA’s (and Financial Advisors) simply don’t address.  One of the most significant opportunities in retirement is the ability to manage taxable income.  One of the potential th...

February 22, 2016

It’s tax time and if you took a distribution from an IRA or retirement plan then you will likely be filling out new information on your tax return this year.  Whether you use a tax preparer or file your own taxes, here are some quick tips to make sure everything goes smoothly with Uncle Sam.

First, if you’ve taken any type of distribution...

Please reload

Request a Meeting
Recent Posts

December 9, 2019

November 25, 2019

Please reload

Featured Posts
Please reload

Categories
Please reload

Books

How To Retire from Edison

Please reload

Our Books

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.

DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

Subscribe to our Weekly Newsletter

2945 Townsgate Road Suite 200

Westlake Village, CA 91361

+ 888-571-5582

help@cedarstoneadvisors.com

Send Us a Message