Ortiz World Wealth

Ortiz World Wealth Ortiz World Wealth has three decades of experience helping Southern Californians reach their financi Financial Planner

Created by congress more than 20 years ago, the Roth Individual Retirement Account (or Roth IRA) is a type of retirement...
08/18/2021

Created by congress more than 20 years ago, the Roth Individual Retirement Account (or Roth IRA) is a type of retirement savings account. An article in ProPublica recently revealed that PayPal founder Peter Thiel’s Roth IRA has grown from $2,000 to $5 billion over 20 years. Though astronomical growth like this is usually only possible if you have access to the kinds of stock deals available to Theil and other wealthy investors like him, the average American can still benefit from using a Roth IRA for stashing and growing retirement savings. In fact, in the first quarter of 2020, the average IRA balance (including traditional and Roth IRAs) was $98,900.

The Roth IRA is a powerful tool you can use to stash and grow retirement savings. In this article, we’ll take a closer look at the tax benefits of the Roth IRA as well as income and contribution limits for the 2021 tax year.

SBA and Treasury department rules for the forgiveness process have already evolved several times. With additional stimul...
07/26/2021

SBA and Treasury department rules for the forgiveness process have already evolved several times. With additional stimulus measures up for debate in Congress, it’s possible further changes may be made. If you have yet to apply for PPP loan forgiveness, you may want to consult with your financial advisor or CPA on timing.

If you’re one of the millions of business owners who received funds through the Paycheck Protection Program, it may now be time for you to apply for loan forgiveness. In this article, we’ll take a look at the basic questions you’ll need to answer and the requirements for full forgiveness of yo...

"Companies receiving PPP loans can use those funds to cover payroll costs, benefits, mortgage interest, rent, utilities,...
05/04/2021

"Companies receiving PPP loans can use those funds to cover payroll costs, benefits, mortgage interest, rent, utilities, and worker protection costs related to COVID-19. Many borrowers are even eligible for PPP loan forgiveness once they’ve utilized the funds they receive."

If your business has been negatively impacted by the COVID-19 pandemic, an SBA Paycheck Protection Program loan can help you through this challenging time. Independent contractors, sole proprietorships, single-member LLCs, partnerships, C corporations, and nonprofits can all benefit if they meet the...

"But it seems many people were hanging on hoping California’s state legislature would try and fix the issues. However, i...
05/04/2021

"But it seems many people were hanging on hoping California’s state legislature would try and fix the issues. However, it appears as though the state is oblivious to the real issues facing Californians. The draconian lockdowns and restrictions imposed by Governor Newson were the straws that broke the proverbial camel’s back."

Many people in California are tired of the supermajority politics of California and have sought greener pastures elsewhere. Things like high taxes, cost of housing, regulations, and high cost of living have driven many people

For all our families under lockdown, or those looking to spend a little less this holiday season, check out these cookin...
10/31/2020

For all our families under lockdown, or those looking to spend a little less this holiday season, check out these cooking tips to make quarantine cuisine a breeze. Click below for the full article.

These ideas can help home cooks whip up quick, simple dinners for the whole family.

With cases on the rise once more and the holidays upon us, the FED is under more pressure than ever to do anything that ...
10/31/2020

With cases on the rise once more and the holidays upon us, the FED is under more pressure than ever to do anything that can help keep our economy afloat as we get closer and closer to ending this pandemic for good. Click below for more information!

The Federal Reserve faces a choice of whether to wait for conditions to unfold further, or act now to provide some extra help.

Even with stimulus checks, Americans just aren't spending as much as last year, or making as much. As many as 46 states ...
10/29/2020

Even with stimulus checks, Americans just aren't spending as much as last year, or making as much. As many as 46 states will be facing massive deficits once their rainy day funds run out. Click below to read more about the current cash crisis in the U.S.


The drop in tax revenue has led to a total shortfall expected in the hundreds of billions of dollars

The gig economy has played a massive role in the world economy, especially since Uber, Lyft, Postmates, and other "rides...
10/27/2020

The gig economy has played a massive role in the world economy, especially since Uber, Lyft, Postmates, and other "ridesharing" apps began to take their place as a commonly used form of transportation. With prop 22 knocking on the door, many 'gig/app based workers' have been doing everything they can to repeal the proposition. Your vote is your own, however, it is important to stay informed and make sure that you know the full story from both sides before filling out your ballot (if you haven't yet already). Click the link below to learn more on the battle ensuing over prop 22.

Uber, Lyft and delivery companies have leveraged their direct interactions with workers and customers to push a California ballot measure that would absolve...

Seemingly overnight a fire forced thousands of SoCal residents to flee their homes as the the blaze consumed over 7,000 ...
10/27/2020

Seemingly overnight a fire forced thousands of SoCal residents to flee their homes as the the blaze consumed over 7,000 acres. About 2k firefighters are working day and night to contain this devastating flame. Click the link below to stay informed.

A wildfire that nearly quadrupled in size Monday, prompted tens of thousands of people to evacuate and caused two firefighters to suffer critical injuries may have been started by a power company's equipment.

We are less than one month away from the election and the steaks are getting higher. As polls come in the swing states b...
10/21/2020

We are less than one month away from the election and the steaks are getting higher. As polls come in the swing states begin to appear. Check out this article and see which states will be crucial in deciding our next President.

Here's a look at the nine states that will likely decide who wins the presidential election.

With our elections coming up, the second wave of COVID may have taken a backseat in America, but not the UK. Check out t...
10/15/2020

With our elections coming up, the second wave of COVID may have taken a backseat in America, but not the UK. Check out this article and see how they are weighing their options on how to deal with the virus as winter approaches in a struggling economy. This is especially important as we may be in the same position as soon as the elections have become a part of the past, or sooner.

Governments across Europe are claiming that they face an unenviable choice as the coronavirus pandemic rages on: Saving their economies or saving lives.

What if there was a passive investment solution that allowed you to defer paying tax upon the sale of your investment pr...
10/13/2020

What if there was a passive investment solution that allowed you to defer paying tax upon the sale of your investment property, provided the ability to reduce risk through diversification, and offered the potential for increased income and tax-advantaged cash flow?

What if there was a passive investment solution that allowed you to defer paying tax upon the sale of your investment property...

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Whittier, CA
90602

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