Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? (1) While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to...

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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Every year, about 140 million households file their federal tax returns. (1)  For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer...

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The Secure Act

The Secure Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a...

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10 Things To Do Within 10 Years Of Retirement

10 Things To Do Within 10 Years Of Retirement

You’ve almost made it. After decades of working and saving, you are in the final leg of the marathon race to retirement. But even though you’re getting closer to the goal, this is not the time to turn on cruise control and count down the days until you pack up your...

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IRA Changes Due To Recent Legislation

IRA Changes Due To Recent Legislation

Both the Tax Cuts and Jobs Act, which was signed into law in December 2017, and the Bipartisan Budget Act, which was signed into law in January 2018, affected individual retirement accounts (IRAs). Now that both pieces of legislation are effective, it is important to...

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Wealth Management Solutions, LLC
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Office: (949) 475-9700
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Security Licenses 7, 24, held at LPL
Richard Riva is licensed to sell insurance in the state of California. His principal place of business and domicle is California. CA Insurance LIC# OB22466

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