New Law Brings Great Relief for Californians
BY Kendal Blunck | 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…
Boosting Business Success with a Strategic Approach
BY Protect Wealth | November 3, 2023In an increasingly competitive business landscape, aligning marketing budgets with revenue growth is a critical strategy for driving sustainable business success. Doing so not only optimizes resource allocation but also ensures that all marketing efforts contribute tangibly to the organization's financial targets. This article explores how businesses can achieve this alignment - examining the essential…
Turning the Page on Education Savings: Converting 529 Plans to Roth IRAs in 2024
BY Protect Wealth | November 1, 2023When 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…
Exploring the Roth Option in SEP and SIMPLE IRAs: A Game-Changer for Retirement Planning
BY Protect Wealth | October 30, 2023When 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…
Unlocking the Potential of Series LLCs: A Comprehensive Guide for Business Owners
BY Protect Wealth | October 26, 2023A 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…
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