15560-C Rockfield Boulevard
Irvine, CA 92618

Alex Wahba

(949) 380-1978

 

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

 

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Estate Planning as a Family Unit

Estate Planning as a Family Unit

In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.

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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Tax-Loss Harvesting: A Tax Strategy to Consider

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.