Real State

New Law Brings Great Relief for Californians

BY Admin | March 1, 2021 After years of having homestead laws that were supposed to protect the homeowner, the state of California has finally decided to play the game with the right game piece. State homestead exemptions give protection, up to a certain dollar amount, to a debtor, to protect a home and its equity from seizure by a judgment…
Retirement

Turning the Page on Education Savings: Converting 529 Plans to Roth IRAs in 2024

BY Protect Wealth | November 1, 2023

When it comes to mapping out a financial plan for the future, choosing the best savings instrument can often become a complex decision. Two such options that often come under consideration are the Roth Individual Retirement Account (IRA) and the 529 plan. Both offer intriguing benefits, but also distinctive differences that affect their suitability for…

Retirement

Exploring the Roth Option in SEP and SIMPLE IRAs: A Game-Changer for Retirement Planning

BY Protect Wealth | October 30, 2023

When it comes to retirement planning, you've got a couple of strong contenders that stand out among the rest: Simplified Employee Pension (SEP) IRAs and Roth Individual Retirement Accounts (IRAs). But what's the difference? A SEP IRA is a form of traditional Individual Retirement Account for entrepreneurs or proprietors of smaller businesses. Any employer can…

Finances

Unlocking the Potential of Series LLCs: A Comprehensive Guide for Business Owners

BY Protect Wealth | October 26, 2023

A Series Limited Liability Company (LLC) isn't your everyday business structure. Think of it as a superhero version of an LLC. In other words, one entity with multiple identities. In simple terms, a Series LLC is like a "master" company that houses several independent "cells". Each cell operates just like its own individual business or…

Small Business

What Business Structure Suits Small Enterprises Best?

BY Protect Wealth | October 24, 2023

Understanding and choosing the most suitable business structure is a stepping stone toward defining your small enterprise's future success. This critical decision affects numerous aspects of your business operations, from daily management duties to taxation policies, and even to the level of personal liability one might have to take on.  Small enterprises typically consider four…

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