December 2, 2019

December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving strategies require action before December 31st.  Once April arrives it is often too late to impact your tax situation and your CPA is simply recording what happened way back in 2019.  By taking action now, you...

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...

July 20, 2015

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

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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.

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.

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