Rebecca Dawson

Retirement, Investing, Taxes
93%
Helpful
24
Answers
2
Articles
29
Followers
“Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country.”
Firm:

Silber Bennett Financial

Job Title:

Senior Vice-President

Biography:

Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country. Her mission is to be a trusted advisor to her clients by partnering with them to identify what is most important in their financial lives while providing tailored solutions to help achieve their goals.

Since 1985, Rebecca has served as a financial advisor. She has developed highly refined methods for evaluating client's needs and formulating successful investment strategies. She and her staff provide an exceptional level of service to her clients, who are typically worth well in excess of $1 million and include some of the most prominent people in the United States.

Before joining Silber Bennett, Rebecca managed her own independent brokerage office since 1999. Prior to that she held similar positions with PaineWebber, Merrill Lynch, and Alex.Brown & Sons.

Her clientele have included corporate presidents, and officers, charitable foundations, pension funds, business owners, and wealthy retirees. Her affiliation with Silber Bennett Financial provides her clients with full service wealth strategies.

Education:

BA, Liberal Arts, University of Texas at Austin

Disclaimer:

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH SILBER BENNETT FINANCIAL, INC.

DOI: CA 0H72697  |  MEMBER: FINRA / SIPC

All Articles
Sort By:
Most Helpful
3 weeks ago
    ETFs, Financial Planning, Investing, Mutual Funds
last month
    IRAs, Retirement Savings, Tax Deductions / Credits, Real Estate

All Answers
Sort By:
Most Helpful
    IRAs
How can you borrow from a Roth IRA?
100% of people found this answer helpful

Loans are not allowed from IRAs or from IRA-based plans such as SEPs, SARSEPs and SIMPLE IRA plans. Loans are allowed from qualified plans that satisfy the requirements of 401(a), from annuity plans that satisfy the requirements of 403(a)s or 403(b)s, and from governmental plans.

That said, with a Roth IRA, the principal amount may be withdrawn without any tax consequence because you have already paid taxes on those funds. You may borrow the principle from a Roth IRA although the appreciation is different. The amount that your IRA has appreciated is not available for withdrawal without paying certain types of taxes and fees.

Keep in mind, there is an instance where you may not directly withdraw the original investment from a Roth IRA. In this scenario, if you have converted the funds over from your traditional IRA into a Roth IRA, the amount converted over may not be available for a penalty free withdraw for five years.

As always, please refer to your CPA before making any personal tax decisions.

last month
    Retirement, IRAs, Taxes
How can I determine if converting an IRA to a Roth IRA will be worthwhile?
100% of people found this answer helpful
3 weeks ago
    Retirement, 401(k), IRAs
What could I gain from rolling over a 401(k) into an IRA while already in retirement?
100% of people found this answer helpful
4 weeks ago
    Stocks, Taxes
Are profits from options trading subject to a FICA tax?
100% of people found this answer helpful
4 weeks ago
    Taxes
How is a savings account taxed?
100% of people found this answer helpful
last month