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Stephen Reh CFA® MBA CFP®

Stephen Reh MBA CFA® CFP®I love helping people reach their financial and investment goals. Call me today at 909-518-2134 to setup a free no obligation 1 hour consultation.

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Tax Planning

Secure Act Summary

February 7, 2020 By Stephen Reh MBA CFA® CFP®

In the closing months of 2019 Congress Passed the Secure Act and it has some relatively large impacts on retirement savings and retirement plans going forward. I have read several articles digesting the impact of the act but I think Fidelity has put together the best article that details the impacts fairly well. Secure Act […]

Filed Under: Articles, Financial Planning, Investments, IRA Rollovers, Retirement Plans - 401ks, Tax Planning

2016 Federal & CA Tax Rates, Tax Tables, Personal Exemptions, and Standard Deductions | US Tax Center

October 21, 2016 By Stephen Reh MBA CFA® CFP®

I am always finding myself looking up the Federal and California tax brackets so I thought I would add the info here for quick reference. 2016 Federal Tax Rates, Tax Tables, Personal Exemptions and Standard Deductions Source:https://www.irs.com/articles/2016-federal-tax-rates-personal-exemptions-and-standard-deductions Single Taxable Income Tax Rate $0—$9,275 10% $9,276—$37,650 $927.50 plus 15% of the amount over $9,275 $37,651—$91,150 $5,183.75 […]

Filed Under: Tax Planning

2015 Federal & CA Tax Rates, Tax Tables, Personal Exemptions, and Standard Deductions | US Tax Center

October 8, 2015 By Stephen Reh MBA CFA® CFP®

I am always finding myself looking up the Federal and California tax brackets so I thought I would add the info here for quick reference. For your 2016 Federal & CA Tax Rates, Tax Tables, Personal Exemptions, and Standard Deductions | US Tax Center please click here for our updated article. 2016 Federal & CA […]

Filed Under: Articles, Tax Planning

IRA Rollovers – Simple and GREAT chart from the IRS

August 7, 2015 By Stephen Reh MBA CFA® CFP®

IRA Rollovers – Simple and GREAT chart from the IRS One major questions invstors have with their retirement plans at retirement: Can I Roll my 401k, SEP, 403b, 457 Plan into an IRA? Thankfully, the IRS has provided us a great Chart we can use to determine if a plan can be rolled over into an […]

Filed Under: Investments, IRA Rollovers, Tax Planning

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    Stephen Reh CFA® MBA CFP®
    Reh Wealth Advisors LLC
    466 W Arrow Hwy Unit K
    San Dimas, CA 91773
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