San Marino Investment Services - Jim Lund & Mark Wiacek
2596 Mission Street, Suite 200
San Marino, CA 91108
Phone:
626-423-6350
Fax:
626-423-6886
E-mail:
Providing for your Retirement and 1031 Exchange Needs
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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.