Featured post:
How to Use a Qualified Charitable Distribution (QCD) to Save on Taxes
If you have a traditional IRA and are age 73 or older, you’re likely familiar with required minimum distributions (RMDs). These are the annual IRA withdrawals the IRS mandates once you reach a certain age. These withdrawals are based on… Read Now >>
What Your Investment Portfolio Shouldn’t Look Like
August 2, 2017Have you ever looked at your investment account statement and said “What?” Matt had the honor of reviewing his good friends account statement as he was concerned as to what was going on within it only to find a dirty… Read Now >>
What’s The Real Value of Your 401(k)?
June 26, 2017We interact with a lot of smart business owners and professionals but we find that most people still don’t know the real value of using a 401(k) can mean for their net worth. There are two major tax benefits to… Read Now >>
Is Your Home A True Investment?
June 26, 2017
Do you view your home as an investment? We don’t, at least not the way most people think of it. Good investments don’t require you to put money into them each and every month. Good investments have the ability to… Read Now >>
Getting to Know Our Team: Anakaren Godinez
June 26, 2017We are excited to announce that we have a new member to the Illumination Wealth team. Anakaren Godinez is a recent graduate from San Diego State University’s Financial Planning Program and has now joined our team as an Associate Financial… Read Now >>
Western Pension and Benefits Conference
April 28, 2017
On April 18th, Matt was invited as a guest speaker for the Western Pension and Benefits Conference. His audience consisted of business professionals such as CPAs, ERISA attorneys, and plan vendors. Matt explained the importance of due diligence when plan… Read Now >>
Sushi and Taxes
April 10, 2017As tax season winds down, the astute taxpayer is already planning for next year’s tax season. The amount you owe or get refunded with your tax return doesn’t need to be a surprise. With the proper planning, you can minimize… Read Now >>
Better Safe Than Sorry
April 10, 2017
Have you ever had anything of value taken from you? Well, some of our clients have. From packages to important letters, if you are expecting something important by any delivery means, whether it be Fedex, UPS etc., there are some… Read Now >>
Illumination Wealth’s Sushi Making Night
March 28, 2017
We can check off “learn how to make sushi” on our lists! We did get a little messy but it was definitely worth it. Even though some of our sushi ended up not looking like sushi, it was still a… Read Now >>
Key Tax Deductions for Business Owners
February 16, 2017
Tax season is here. And by now you should have most of the documents you need to start preparing your 2016 tax returns. Business owners and individuals can yield significant tax savings with the proper planning. Invest 3 minutes and… Read Now >>
Tax Changes for 2017
February 3, 2017Retirement Contribution Limits Every year the IRS makes adjustments to retirement contribution limitations for inflation. For 2017, most savings contribution limits remained the same with the exception of the SEP/401(k) and individual HSA limits. The maximum SEP / 401(k) contributions… Read Now >>
