At Cornerstone Wealth Management, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
We're here to help you feel confident in your financial future. After a tumultuous 2020, the 2021 tax season could be complicated and confusing: The CARES Act could affect your tax situation this year, as could any changes to your personal finances in the last year. There are many factors that can impact whether your taxes will increase.
We're here to help you feel confident in your financial future. After a tumultuous 2020, the 2021 tax season could be complicated and confusing: The CARES Act could affect your tax situation this year, as could any changes to your personal finances in the last year. There are many factors that can impact whether your taxes will increase.
Services
Cornerstone Wealth Management works with each client to help them create and execute sound financial recommendations, based on their unique needs, to help them pursue their financial goals. We grant the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.
Interested in learning more about how alternative investments could fit into your financial plan? Delaware Statutory Trusts (DSTs) allow owners of real estate to sell their investment real estate and potentially defer capital gains taxes.
DSTs are derived from Delaware Statutory law as a separate legal entity and formed as private governing agreements for the purposes of managing, administering, investing, and/or operating real, tangible, and intangible property; or business or professional activities for profit that are carried on by one or more individuals who act as trustees for the benefit of a party who is entitled to a beneficial interest in the trust property.
DSTs are derived from Delaware Statutory law as a separate legal entity and formed as private governing agreements for the purposes of managing, administering, investing, and/or operating real, tangible, and intangible property; or business or professional activities for profit that are carried on by one or more individuals who act as trustees for the benefit of a party who is entitled to a beneficial interest in the trust property.
At Cornerstone Tax Advisory, we take an integrated approach to financial planning, one that includes tax minimization strategies, and we have the right professionals to help. Taxes are one of the single largest expenses we have, yet we spend little time considering the impact they have on our financial plan.
When a participant is leaving an employer where they have a 401(k), they typically have four choices (and they may choose a combination of the options depending on their situation). They may leave the funds in the employer's plan, if permitted; roll over the assets to a new employer's plan, if one is available and rollovers are permitted; roll it over to an IRA; or cash out the account.
Annuities are an investment option for retirement. Cornerstone Wealth Management in Las Vegas, NV, has an established investment team who will explain annuity options for you. As you plan for retirement or look for ways to diversify your wealth, annuities are an option that you should consider. Let our team help you prepare for your financial future.
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