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Stay informed with expert insights from our team.

We believe the key to your success is empowering you to make smart decisions, so we provide accessible, educational articles written by our own advisors. These articles focus on everything from global monetary policy to tips on saving for retirement.

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Don't name just one of your children as IRA beneficiary

Steve Coker, CFP

Nov 242 min read

Don't name just one of your children as IRA beneficiary

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. ...

The SECURE Act – Big changes for IRA’s

Steve Coker, CFP

Jan 17, 20202 min read

The SECURE Act – Big changes for IRA’s

As of January 1, 2020 the “Setting Every Community Up for Retirement Enhancement” (“SECURE”) ACT became law, ushering in some of the most...

Big Changes Coming to IRAs: The SECURE Act

Steve Coker, CFP

Oct 28, 20192 min read

Big Changes Coming to IRAs: The SECURE Act

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...

Inheriting an IRA? 4 Key Rules You Should Know

Steve Coker, CFP

Jul 9, 20173 min read

Inheriting an IRA? 4 Key Rules You Should Know

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....

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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.

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