When COVID-19 first became big news in the United States, the initial reaction caused a slowdown in the San Diego real estate market as well as many other housing markets around the country. Listings dropped and homes that were alreadyREAD MORE
Tax Planning
Few places in the country can beat San Diego as a desirable place to live. Blessed with nice weather year-round, sunny with minimal rain, along with scenic beaches and mountains, America’s Finest City also boasts a good job market, aREAD MORE
On December 19, 2019, Congress passed a major tax bill that has retirement and estate planning implications for millions of Americans. The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) made several changes to the rules governing companyREAD MORE
Roth IRAs have some very important benefits. Assets in a Roth IRA grow tax-free, and any withdrawals are also tax-free. They are not subject to required minimum distributions during your lifetime. They can also be passed down to heirs tax-free.READ MORE
The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act is the largest economic relief package in U.S. history. Signed into law on March 27th, the CARES Act is a broad, far-reaching bill that attempts to assist individuals, smallREAD MORE