Broker Check

(949) 474-7012

23 Corporate Plaza Dr. Suite 150

Newport Beach, CA 92660

The Power of Tax-Deferred Growth Professional Money Management Business Services

 

R.M. White & Associates CPAs has been serving Irvine, Newport Beach and Orange County businesses and individuals since 1984. Our firm’s unique, hands-on style has helped companies grow from the seed of an idea to mature profitable enterprises and their owners enjoy financial security and wealth.

How Can a CPA Help Your Small Business?

As a small business owner, you juggle many competing concerns every single day, from how to hire staff, how to draw in new customers, and how to pay the bills on time. You don't have to struggle alone. Whether you're brand-new to owning a business or are a seasoned entrepreneur, we can help guide you to becoming more efficient, effective, and profitable. Our experienced team members work with businesses just like yours every day and can provide you with the expertise you need to grow. To see how a CPA can help your business please visit our business services page.

Helpful Content

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

View all videos arrow