Rebecca Dawson

Retirement, Investing, Taxes
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“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.

For over 20 years, 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

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4 weeks ago
June 2017
May 2017
    Income Tax, IRAs, Retirement Savings
May 2017
May 2017
    Retirement Plans, Retirement Savings, Taxes, IRAs

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    Stocks, Taxes
Are profits from options trading subject to a FICA tax?
100% of people found this answer helpful

No, FICA taxes are payroll taxes withheld from employees paychecks and paid by employees and employers for Social Security and Medicare.

There are many different options strategies that are all taxed differently. Whether you are buying or selling puts and/or calls, covered call writing, straddles or any other sophisticated options strategy. For the basic holders of puts and calls:

  • If you buy a put or a call, you may not deduct its cost. It is a capital expenditure.
  • If you sell the put or the call before you exercise it, the difference between its cost and the amount you receive for it is either a long-term or short-term capital gain or loss, depending on how long you held it.
  • If the option expires, its cost is either a long-term or short-term capital loss, depending on your holding period, which ends on the expiration date.
  • If you exercise a call, add it's cost to the basis of the stock you bought.
  • If you exercise a put, reduce your amount realized on the sale of the underlying stock by the cost of the put when figuring your gain or loss.
  • Any gain or loss on the sale of the underlying stock is long term or short term depending on your holding period for the underlying stock.

As always, when making any investment decisions based on the tax consequences of your investment, it is best to consult with your CPA to make certain that all of your personal financial information is taken into account.

April 2017
    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
April 2017
    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
April 2017
    Investing, 401(k), IRAs
If investments in a 401(k) have lost money, can you use the current value to convert to a Roth?
100% of people found this answer helpful
April 2017
    Retirement Savings, 401(k), IRAs
How would rolling over my 401(k) to a Traditional IRA affect my contribution limit for 2017?
100% of people found this answer helpful
April 2017