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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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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....

Reducing Your Taxes In Retirement

Steve Coker, CFP

Jul 20, 20153 min read

Reducing Your Taxes In Retirement

Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of challenges...

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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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