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Matthew J. Ure

RMA
Personal Finance, Retirement, Investing
89%
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76
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4
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“The whole is greater than the sum of the parts- when all parts of a financial life are put together properly, incredible value is captured! ”
Firm:

Anthony Capital, LLC

Job Title:

Vice President

Biography:

Whether your question is about social security draw age, balancing risk and return in an investment, tax planning, or which strategy you should use to cover long term care needs, your chance for success improves dramatically with accurate information. Matthew believes his role is to guide clients through these trade offs using various tools, experience, and his training as a certified Retirement Management Analyst which centers every decision on improving retirement outcomes using math and science. 

Matthew has become an expert in optimizing the financial lives of public and private sector employees.   Several years ago, recognizing a huge need for benefits education and basic financial planning, he teamed up with The Society for Financial Awareness to offer workshops, seminars, and private consultations with a goal toward education. This collaboration has given thousands of public and private sector employees access to fiduciary advice while requiring no minimum investment amount. This educational approach that focuses on the best interest of the person has created millions in dollars of value for the attendees and their families.  

 He is a well know presenter in San Antonio and surrounding areas having taught hundreds of seminars touching on subjects ranging from debt solutions, investing, Social Security, pensions, insurance, and other financial topics. 

Being the 8th of 11 children- Matthew has real life experience in financial planning as he put himself through college, graduating from Brigham Young University with no debt and money in the bank.  He speaks fluent Thai and enjoys traveling whenever occasion permits. His personal life centers around being a father to 3 boys and husband to a beautiful and creative wife.

Education:

Brigham Young University

Assets Under Management:

$14 million

Fee Structure:

Fee Only

CRD Number:

6444268

Insurance License:

#1974612 TX

All Articles
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August 2017
November 2016
October 2018
September 2017

All Answers
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    Estate Planning, Taxes, Tax Deductions / Credits
Should I make a charitable donation to lower my tax liability?

In this situation, if you don't need the money your best option is probably to do a direct contribution of your entire RMD to the university.  At this point, even a charitable trust (although a more simple solution is a Donor Advised Fund) would not exempt you from the RMD so donating the RMD directly is the only charitable move that could decrease your taxes immediately. 

 

last month
    401(k), IRAs
Can I defer required minimum distributions (RMDs) from my IRA?
50% of people found this answer helpful
February 2019
    401(k), IRAs
Can I withdraw from my IRA without a penalty?
100% of people found this answer helpful
November 2018
    Retirement, Annuities, IRAs, Taxes, End of Life
I received money from my sister's annuity after she passed and it went into an IRA of mine; how do I transfer half of this amount to a sibling?
September 2018
    Military / Veterans, Investing, Starting Out
What are the best investment vehicles for a young, new investor looking for simple, long-term investments?
100% of people found this answer helpful
September 2018