SB Wealth Strategies

At SB Wealth Strategies, our mission is to help our clients and their family attain financial peace of mind. We strive to make their financial life easier, thereby allowing them to pursue other interests.  We do this by providing sound investment direction, offering emotional support during periods of market volatility and identifying sensible investment strategies to help our clients achieve their financial objectives. 

Our corporate office is located inside the Mission Heritage Center at 27401 Los Altos, Suite 100, Mission Viejo, CA 92691.  (Corner of Crown Valley and Los Altos, across from Mission Hospital) 

We focus on assisting clients with a wide range of services including:

  • Retirement Planning and Wealth Accumulation
  • Retirement Income and Wealth Preservation
  • Tax Strategies for Business Owners
  • Life Event Planning – College, Life Insurance, Estate

We work with each client individually, identifying their specific goals and objectives and developing a plan that is right for them. To us, it is more than just investing.

If you would like to schedule a complementary consultation with one of our advisors, please call us at 866.825.5253 or submit for an appointment online here.
 

For additional information, please call us toll free at (866) 825-5253 or follow the links below:
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

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