Roth IRA Benefits
[fve]https://vimeo.com/161646146[/fve] Video Transcript Hi. This is Dave Piatkowski here with Dickinson Investments. I would like to take a moment of your time to discuss Roth IRAs with you today. I know some of you are probably thinking, “Roth IRAs? I don’t even know what a traditional IRA is exactly.” But the difference between the two […]
Rollover of Company Stock
It’s not always a good idea to rollover company stock from a 401(k) plan to an IRA. In fact, doing so might mean you pay more in taxes to Uncle Sam than necessary. If company stock held in an employer-sponsored 401(k) plan has appreciated, the difference between the amount paid for shares (the cost basis) […]
We Provide Solutions With Your IRA Rollovers
What are some of the things that can happen if you don’t correctly handle transactions with your retirement accounts? For example, if you use the wrong terminology regarding IRA transactions, you could make mistakes. You could lose tax deferral status for your hard-earned savings for retirement. You could be forced to pay out unnecessary tax penalties. We can […]
Get Good Tax Advice
Taxes and inflation are facts of life. In his book 18 Common Sense Rules for Enjoying a Successful Retirement, Ron Dickinson teaches about the value of securing trustworthy tax guidance in conjunction with your retirement planning. (This is the fourth article in the “7 Steps to Financial Security” series.) A Common Objection We hear […]
