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

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

All Answers
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    Estate Planning, Social Security
What should my mother do with the income she received from selling her home?
78% of people found this answer helpful

You could set up a living trust for your Mother which would allow for transfer of assets upon death to inheritors free of probate. Probate is the legal process that inventories and distributes a person's property after death, and can be time consuming and expensive. 

Or you could leave the money in her name and keep bank accounts out of probate by setting up payable-on-death accounts, which give the recipient immediate access to the money.

I would think at this age and depending on your local real estate market that renting may be a better option since that would allow for more flexibility. And also would be more cost effective for maintenance purposes.

Investing the $200,000 in some income producing investments in order to receive monthly income for your Mother. Of course, I would recommend all investment grade type securities and diversifying within different sectors.

5 days ago
    401(k), IRAs
Should I stop contributing to my 401(k) and build up my cash?
6 days ago
    Marriage / Divorce, Financial Planning, Retirement Savings
How should I balance saving for retirement, while also saving for specific financial goals like marriage and homeownership?
6 days ago
    Choosing an Advisor
How do retirees find a financial advisor or CFP that they can trust?
6 days ago
    Retirement, Retirement Savings, Investing
Where should I leave my retirement savings until I'm ready to invest?
6 days ago