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Useful Financial Guides

Discover many of the opportunities available to help you plan for your financial future.

Epstein & White Useful Guides

At Epstein & White, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. Below, we are offering free downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight guides helpful, and if you would like to take it a step further for a complimentary review of your current strategies, please request via the form to the left.

How The SECURE Act May Affect Your Retirement

In late December 2019, President Trump signed into law the SECURE Act, the most sweeping retirement account legislation passed in close to 20 years. The most significant changes that affect retirees include raising the age for Required Minimum Distributions (RMDs) for retirement accounts, and changing how retirement accounts are inherited by your heirs. The SECURE Act also intends to make retirement plans more accessible for younger workers.

Understand The Basics

“Communication is Key” is an old phrase, but when it comes to your wealth transfer and legacy planning process, it couldn’t be more accurate. Starting the Legacy Planning conversation and preparing for it now can help ease the burden when you actually do need it, for yourself and for your family.

Social Security 2019 edition UNDERSTANDING LONG-TERM CARE
A Short Introduction to Long-Term Care

No matter how healthy you are right now, or “plan” to be later on in life, it’s essential for you to help protect your retirement savings from potential Long-Term Care (LTC) and other health-related expenses. Starting the LTC Planning conversation and preparing for it now can help ease the burden when you actually do need it, for yourself and for your family.

Social Security Guide Social Security: 2020 EDITION
BIG Changes Are Coming

Retirees will see the largest increase in their Social Security benefits in seven years come January. But the higher cost-of-living adjustment is not the only way the system will change. On average, SS makes up 38% of an individual’s retirement. That’s why it’s important to know the rules of SS and how to use them to your advantage.

5 helpful tax planning tips5 Helpful Tax Planning Tips
2020 Edition

The 2018 Tax Cuts & Jobs Act is official. You may be wondering how the rewrites will impact exemptions, credits & rates for 2019 and 2020. Many factors can impact your taxes under the overhauled code. In addition to changes to your bracket & deductions, there are other aspects of your overall tax strategy to address.


Epstein & White

Epstein & White Retirement Income Solutions, LLC is a retirement income planning firm serving clients throughout San Diego, Del Mar, and other Southern California communities. As independent financial advisors in San Diego, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

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