Dave Anthony

CFP®, RMA®
Retirement, Investing, Insurance
88%
Helpful
102
Answers
6
Articles
88
Followers
“Using math and science to create highly efficient and effective retirement income plans.”
Firm:

Anthony Capital, LLC

Job Title:

President

Biography:

Dave Anthony, CFP®, RMA®, has been involved in the financial services field since 1998 and is the President and Portfolio Manager of Anthony Capital, LLC, a Registered Investment Advisor firm. Dave started Anthony Capital, LLC to provide unique and integrated wealth management solutions for his clients. Through the years, David has helped thousands of individuals with their financial and retirement plans. Prior to forming Anthony Capital, LLC, David worked at several of Wall Street’s largest firms.

As a fiduciary, Dave enjoys teaching and educating his clients about diverse and complex retirement planning principles and enjoys designing comprehensive retirement income plans that help his clients optimize all areas of their financial lives, including investments, insurance, health care, Social Security, pension, taxes and estate plans.

David received his bachelor’s degree in Finance and a minor in Economics, Personal Financial Planning, and Spanish from Utah State University. He successfully completed Boston University’s Retirement Management Program, and is a Certified Financial Planner™, and a Retirement Management Analyst™. He is the creator of FBIAS™: Fact-Based Investment Allocation Strategies.

David is seminar speaker and presenter on retirement income planning, investment management strategies, and veteran’s benefits. He is the host of "The Retirement Income Show with Dave Anthony, CFP®, RMA®" which is broadcast Monday afternoons from 2-2:30 and Sunday evenings from 8:30-9:00 on 560 KLZ , He is currently working on his first book on retirement income planning strategies.

Dave is also the owner of Side by Side Quotes.com, LLC, a independent insurance agency that offers side by side price comparisons for Medicare, long term care, annuity, life insurance, and disability plans. He feels that as a fiduciary, it is his obligation to act in his clients best interests and present unbiased and straight-forward insurance solutions.

When he is not helping his clients optimize their retirement incomes, you'll find him exploring the mountains, rivers, and lakes of Colorado with his wife and six kids. He is an avid white-water Kayaker, canyoneer, 14er, and advocate of all things adventure related. He is active with the Boy Scouts of America, having volunteered for multiple years as a Scout and Varsity leader. He is an Eagle Scout and enjoys coaching his kids various sporting activities.

Education:

BS, Finance, Economics, Personal Financial Planning, Utah State University
Retirement Management Analyst program, Boston University

Fee Structure:

Fee-Based

CRD Number:

3068955

Videos
  • Anthony Capital Income puzzle intro
  • Fact Based Investment Allocation Strategies
  • Annuity Questions--Should you buy and annuity?
  • Retirement Plan Smackdown: Long Term Care vs Life Insurance & annuity long term care
All Articles
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June 2018
    Retirement, Retirement Plans, Retirement Savings
June 2018
February 2018
June 2017
    Lifestage Based Planning, Retirement, Retirement Savings, Taxes
November 2016

All Answers
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    Real Estate, Taxes
How can we minimize capital gains taxes when selling rental property?
100% of people found this answer helpful

If you want to reduce or eliminate capital gain taxes on the sale of rental property, then before you sell your property you need to set up the right kind of Qualified Intetermediary to receive your funds at closing. Doing so will allow you to take advantage of several 1031 like options that exist in the tax code reduce or eliminate taxes.

It is critical that you set this up before hand to take advantage of this planning opportunity.

If you have already sold your property, you are limited to your tax reduction strategies but there are several proactive steps that you still may be able to take.

last month
    Annuities
What is an annuity?
93% of people found this answer helpful
November 2016
    Retirement, Real Estate, Taxes
How should my spouse and I invest the $1,000,000 we received from the sale of our house?
86% of people found this answer helpful
July 2018
    Annuities, IRAs
What's the difference between an individual retirement account (IRA) and an annuity?
74% of people found this answer helpful
October 2016
    Investing, Asset Allocation
Where do investors tend to put their money in a bear market?
67% of people found this answer helpful
February 2018