Washington state has published its estate tax threshold for 2024. Spoiler alert: it hasn’t changed from 2023. When learning about the estate tax, people generally want to understand how to…
During a lunch with an Executive Director of a local charity that currently qualifies as a tax-exempt 501(c)(3), I heard him remark that he is a constant advocate for both…
As a senior citizen ages in her residence, she begins to understand a problem that has been brewing for years or decades. The house that she bought many moons ago…
In this episode of Cornerstone Clips, Joel Ockey breaks down the key differences between pretax and Roth retirement contributions—and how to decide which one fits your financial goals. Learn how pretax contributions can reduce your taxable income today, while Roth contributions offer tax-free withdrawals in retirement. Whether you're planning for a lower tax bracket in the future or aiming for long-term tax-free growth, this quick guide will help you make a more informed decision.
In this episode of Cornerstone Clips, Joel Ockey breaks down the essentials of Roth conversions—what they are, how they work, and when they might make sense for your retirement strategy. Learn the key differences between Traditional and Roth IRAs, how converting can lock in today’s tax rates, and why having cash on hand to cover taxes is crucial. If you're looking to reduce future tax burdens and grow your retirement savings tax-free, this strategy might be worth exploring.
On March 24, 2023, the Washington State Supreme Court released its long-awaited opinion upholding the constitutionality of the new Washington Capital Gains Tax in Quinn v. State of Washington. Accordingly,…
Transferring wealth to children will become a touch easier in 2024. Buried in the estimated 4000-page Consolidated Appropriation Act of 2023 that passed at the end of 2022, was the…
In 2019, The SECURE Act changed the rules concerning the distributions from pre-tax Individual Retirement Accounts (IRAs) inherited through beneficiary designation (a so-called “Beneficiary IRA”). As with many such changes…
As Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Taxes come in a wide variety of flavors (e.g., income taxes,…
On occasion, you or someone you know might be asked to co-sign a financial obligation for the purchase of a car or a house or the lease of an apartment…
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Cornerstone Wealth Strategies is not registered as a broker-dealer or investment advisor.
* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer
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Cameron has been in the finance industry since 2008 and an advisor since 2012, and is dedicated to working with individuals, families, and small business owners to help them pursue financial freedom through individualized financial planning. As a trader, he supports the team with investment analysis, portfolio construction, and the processing of trades and money transactions for our clients. Cameron also enjoys connecting with our Spanish-speaking clients, ensuring they receive the same high level of service.
Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012.
Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking, taking pictures with his drone, or motorcycle camping.
