January 18, 2020

As of January 1, 2020 the “Setting Every Community Up for Retirement Enhancement” (“SECURE”) ACT became law, ushering in some of the most significant changes to IRA rules in more than a decade.  We wrote about this bill in its preliminary stages in October, but now that the new rules are final, it is worth reviewing some of the more impor...

July 9, 2017

If you have been named as the beneficiary of an IRA then you should know that inheriting an IRA is different from inheriting other assets.   IRA’s have special tax rules that are important to understand since making the right steps at the beginning can make a big difference in the amount that you will eventually receive.    Handled inappr...

June 26, 2017

It is one of the most common IRA mistakes, and one of the most costly:  naming just one of your children as the beneficiary of your IRA.  Some treat the IRA just like they would a will, choosing one child as the ‘executor’, ‘so that child can simply divide up the funds’.   However, due to the specific tax attributes of IRA’s this approach...

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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.