Retirement

Our Financial Advisors provide unrivaled retirement planning experise in Santa Clarita and across the US for our Wealth Management and Financial Planning clients. Our retirement planning clients include select families, business owners and professional entertainers and athletes. Our Financial Advisors in Southern California are experts in helping individuals and businesses with financial planning and investment advice. Employees and retirement plan participants benefit from our fun and informative on-site seminars. Clients benefit from our financial advice in not only protecting their financial assets but growing them over time with our unique Advance and Protect Financial Strategies.
Our Private Wealth Management services for high net worth individuals encompassing financial planning, estate planning and tax strategies.

How and When to Sign Up for Medicare

2016-12-14T17:06:28-08:00

Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. Your enrollment is also automatic when you are under 65, disabled, and receiving benefits from Social Security for 24 months. The exception to [...]

How and When to Sign Up for Medicare2016-12-14T17:06:28-08:00

72(t) Distributions

2016-12-14T17:06:28-08:00

Sometimes you can take penalty-free early withdrawals from retirement accounts. Do you need to access your retirement money early? Usually, anyone who takes money out of an IRA or a retirement plan prior to age 59½ faces a 10% early withdrawal penalty on the distribution. That isn’t always the case, however. You may be able [...]

72(t) Distributions2016-12-14T17:06:28-08:00

IRS Announces New IRA Rollover Limitation

2016-12-14T17:06:31-08:00

A tax court ruling raises eyebrows & leads to a decision that may affect you.  What was once allowed is now prohibited. In 2008, an affluent New York City couple made a series of withdrawals and transfers among contributory IRAs, rollover IRAs and non-IRA investment accounts, all with the long-established 60-day deadline for tax-free IRA [...]

IRS Announces New IRA Rollover Limitation2016-12-14T17:06:31-08:00

Partnerhip Plans For Long Term Care

2016-12-14T17:06:32-08:00

Many states are assisting their residents to buy LTC insurance. Protect Your Assets A helping hand for a pressing need. With the baby boom generation maturing, numerous studies and articles have pointed out the rising need for long term care. Some state governments have directly responded to it. Now, many states have created [...]

Partnerhip Plans For Long Term Care2016-12-14T17:06:32-08:00

Why Don’t You Have Disability Income Insurance?

2016-12-14T17:06:33-08:00

If you are injured or ill, it could help you keep afloat financially. Protect Your Assets If you can’t work and pay your bills, how are you going to cope? Let’s say an injury or illness prevents you from doing your job. How do you deal with the lost income? Disability income insurance [...]

Why Don’t You Have Disability Income Insurance?2016-12-14T17:06:33-08:00

Can You Raise Your Social Security Income (SSI) by Reapplying for Benefits?

2021-01-27T14:50:29-08:00

Social Security has closed a popular loophole, but all is not lost. The “reset button” has been removed. A few years back, the distinguished economist Laurence Kotlikoff alerted people to a loophole in the Social Security framework: retirees could dramatically increase their Social Security benefits by reapplying for them years after they first applied. It [...]

Can You Raise Your Social Security Income (SSI) by Reapplying for Benefits?2021-01-27T14:50:29-08:00

How LTC Insurance Can Help Protect Your Assets

2016-12-14T17:06:50-08:00

Create a pool of healthcare dollars that will grow in any market.  Protect Your Assets How will you pay for long term care? The sad fact is that many people don’t know the answer to that question. But a solution is available. As baby boomers leave their careers behind, long term care insurance [...]

How LTC Insurance Can Help Protect Your Assets2016-12-14T17:06:50-08:00

Why Do We Save So Little?

2016-12-14T17:06:51-08:00

What’s good for the economy isn’t necessarily good for our future. Provided by Virtue Wealth Management Our parents & grandparents saved much more than we do. Most people who have read up on the economy for any length of time have heard of the personal saving rate (PSAVERT), which the Commerce Department calculates as the [...]

Why Do We Save So Little?2016-12-14T17:06:51-08:00

Hanging on Through the Turbulence

2016-12-14T17:06:52-08:00

Patience & diversification matter in all manner of stock market climates. Stocks rise, fall ... and rise again. Volatility certainly came back to Wall Street during the first several weeks of 2014 in the form of a 7.2% descent for the Dow Jones Industrial Average and a 5.9% retreat for the NASDAQ. The declines gave [...]

Hanging on Through the Turbulence2016-12-14T17:06:52-08:00
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