Resources

We have curated the following list of resources to help you find timely financial & tax-related information. Still have questions? Schedule a consultation with us today!

IRA to IUL Conversion Strategies

Considerations for your decision.

Child Tax Credit

Use this IRS portal to check on your payment status, update information, and more.

Federal Refund Status

Click here to check the status of your federal tax refund.

CA Refund Status

Click here to check the status of your CA tax refund.

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