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.

Professional & Securities Licenses:

FINRA Series 53 Municipal Securities Principal

FINRA Series 79 Investment Banking

FINRA Series 7 General Securities

FINRA Series 22 Direct Participation Programs

FINRA Series 63 Uniform Securities Agent State Law

Education:

BA, Liberal Arts, Magna cum Laude, University of Texas at Austin

Disclaimer:

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

DOI: CA 0H72697  |  MEMBER: FINRA / SIPC

Videos
  • Why Choose Rebecca Dawson
  • Rebecca Dawson on To The Point
All Articles
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April 2017
    ETFs, Financial Planning, Investing, Mutual Funds
May 2017
    Income Tax, IRAs, Retirement Savings
March 2017
    IRAs, Retirement Savings, Tax Deductions / Credits, Real Estate
May 2017
    Retirement Plans, Retirement Savings, Taxes, IRAs
May 2017

All Answers
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    Investing, Bonds / Fixed Income, IRAs, Taxes
If my traditional IRA is fully invested in a tax free bond fund, and I am receiving a distribution of the monthly dividends, do these distributions count toward the required minimum distribution, and do I have to pay taxes on them?
100% of people found this answer helpful

If you are taking distributions from your traditional IRA then yes, you would have to pay taxes on them regardless of whether you are over the age of 59.5 when you are able to take funds out of your IRA without any early withdrawal penalties or over the age of 70.5 and are required to take your required minimum distributions.

On another note, having a tax free bond fund invested within your traditional IRA is not advantageous since tax free bonds interest is tax free. This means that you do not pay taxes on the interest, therefore more appropriate for a nonretirement account. Whereas with RMDs you are paying taxes on the funds taken out since contributions would have given you a deduction and are pretax dollars.

April 2018
    Investing
How can I buy oil as an investment?
100% of people found this answer helpful
August 2017
    Marriage / Divorce, Financial Planning, Asset Allocation
What concepts can I use to guide the allocation of assets in my portfolio?
100% of people found this answer helpful
April 2018
    Investing
What is the difference between a hedge fund and a private equity fund?
100% of people found this answer helpful
January 2018
    Financial Planning, Asset Allocation
What is a recommended amount to keep in our emergency fund?
100% of people found this answer helpful
April 2018