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Author Archive for: umeworks
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This month’s tip brought to you by Peggy Jane Fisher, RCIP®, CFP® In a declining market, you can sell employer stock held in a 401(k) at today’s cost and repurchase it to reset the cost basis. Thus, setting yourself up in retirement to take advantage of Net Unrealized Appreciation (NUA). There is no 30-day wash […]
By Peggy Jane Fisher, CEA, CLTC, CFP Your new client comes to you with an established Traditional IRA. The new client tells you their trust is the beneficiary of the IRA. Confirm there is a reason they want to control the asset after death. The main reason for having your trust as an IRA beneficiary is […]
Law Offices of R. Stephen Doan Phone: 310-541-4076 Email: Stephanie@doan-bezner.com Website: www.doan-bezner.com/ 6411 Seabryn Drive Rancho Palos Verdes, CA 90275 PROFESSIONAL SERVICES & EXPERIENCE Stephanie Bezner is a lawyer from Palos Verdes, where she practices law with R. Stephen Doan. In their practice, Stephanie and Steve specialize in estate planning, trusts, trust and probate administration, […]
IN-HOME CARE Davis In-Home Care, Inc. Phone: 310-297-9127 Email: firstname.lastname@example.org Website: http://www.davisinhomecare.com 2627 Manhattan Beach Blvd #204 Redondo Beach, CA 90278 PROFESSIONAL SERVICES & EXPERIENCE Davis In-Home Care gives seniors the help they need to remain independent in their own home. Typical services include driving, cooking, housekeeping and companionship. Our trained caregivers also help seniors […]
Law Offices of Garee T. Gasperian 2200 Pacific Coast Highway, Suite 200 Hermosa Beach CA 90254 310-606-2576 Email: email@example.com
Riviera Wealth Management Email: Tom@Rivierawm.com Website: Rivierawm.com Phone: 310-375-1300 Fax: 310-375-1391 25+ year veteran of professional financial planning. Tom is a principal and founder of Riviera Wealth Management (RWM) – a fee-based wealth management firm focused on the needs of people experiencing transitions in life. He works with individuals nearing retirement who are concerned […]